Use this form for a change of Beneficiary and Spousal Consent for ERISA or Non-ERISA 403(b). Use this form if you were impacted by SARS-CoV-2 or COVID-19 and are eligible to take a distribution as defined by the CARES Act.
This form is for a participant or alternate payee to request a distribution from a 403(b) Non-ERISA annuity other than for a hardship or as a systematic withdrawal. This form is for use by an Administrator to change Group Participant information (e.g., name changes, deletions, corrects, etc.).Ĥ03(b) Withdrawal Request Form - Non-ERISA Make Corrections to Group Participant Information
Use this form to correct, change or designate your beneficiaries. Then mail or fax it to us at the address or number provided. Download and complete the appropriate form below.
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