Existing Plan Participants

Forms

CHANGE OF CONTACT INFORMATION This form is used to update the owner’s or annuitant’s contact information, including name changes or corrections, and mailing address and phone number changes.	Download Form
REQUEST LOAN This form is used to request a loan on an NON-ERISA 403(b) annuity.	Download Form
REQUIRED MINIMUM DISTRIBUTION (RMD) This form is used to request a Required Minimum Distribution (RMD) from an NON-ERISA 403(b) annuity.	Download Form
NON-ERISA 403(B) WITHDRAWAL REQUEST This form is used to request a withdrawal from a NON-ERISA 403(b) annuity.	Download Form
REQUEST TRANSFER OF ASSETS TO A QUALIFIED PLAN Use this form only for the transfers and rollovers into qualified retirement plans.	Download Form
SALARY REDUCTION AGREEMENT Use this form to change your salary reduction.	Download Form

Please return your completed forms to the HR Department.