TDS only requires their own forms in addition to the investment provider forms when the transaction is for a loan, a 403(b) hardship withdrawal or 457 unforeseen emergency distribution. In addition TDS will require their own transaction request forms if the investment provider involved does not have a form for the transaction requested.
403(b) / 457(b)Transactions: Does TDS require their own forms to be filled out for transaction requests? If so for which type of transactions?
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