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457 Plan Distribution Request Form

Please provide the following information regarding your withdrawal request. When finished, click Submit. For more information regarding distributions from 457 plans, please see When Can I Take a Distribution from My 457?.

Date
Name
E-mail Address
Social Security No. - -
Phone Number
Employer Name
Withdrawal Amount

Reason for the Withdrawal: Verification for the reason chosen needs to be faxed to "Distribution Request" at 513.357.3199. Failure to provide verification can delay the processing of your request. (choose one)

Age 70½: I have attained age 70½.

Severance of Employment:

    I separated from service on (MM/DD/YYYY)

De minimus amount: In accordance with the Plan terms, I may elect a "de minimus" distribution of up to $5,000 provided: (i) My Account does not exceed $5,000; (ii) I have not made any Salary Reduction Contribution or received any Employer contribution to my Account during the prior two years ending on the date I would receive the de minimus distribution; and (iii) I have not previously taken a de minimus distribution from the Plan.

Transfer/Rollover Distribution:

    I elect to move funds to another approved product provider within the Plan (choose one):
    Transfer to another Plan approved 457 product provider
    Rollover to a non-457 plan

    Information on Transfer/Rollover:

    I verify that the product provider designated below is a proper recipient for my transfer/rollover.

    Name of Product Provider

Unforeseeable Emergency : 

    Resulting from one of the following:
    Illness or accident of participant, beneficiary, spouse, or dependents
    My loss of property due to casualty
    Other extraordinary and unforeseeable circumstance beyond my control (describe):