| Forms Library |
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| Withdrawals - These forms allow you to access funds held in your
retirement account. |
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| Withdrawal Request -
This form should be used when you are requesting a one time withdrawal from your account. |
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| Systematic Withdrawal Request -
This form allows you to withdraw funds from your account on a regular, periodic basis . You choose the
amount you wish to have withdrawn, the source of withdrawals
(which investment options), as well as the frequency of the withdrawals (monthly, quarterly, semi-annually,
or annually).
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| Rollover Distribution Request -
This form allows you to roll funds from your account to an eligible IRA or another qualified retirement plan held at a different financial institution.
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| Special Tax Notice - Please read this information
prior to taking a withdrawal from your Faculty 401(a), Faculty 403(b) or Optional 403(b) retirement
account. |
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| Special Tax Notice for 457 Plan - Please read
this information prior to taking a withdrawal from your 457 retirement account. |