You will need to submit the investment provider’s transaction request forms to Tax Deferred Solutions for authorization. You will need to submit a Tax Deferred Solutions transaction request form for a distribution only if the investment provider does not have their own forms for the request. You will also need to submit Tax Deferred Solutions transaction request forms for hardship withdrawals and unforeseen emergency distributions and loans. Many forms requesting distributions, transfers and exchanges can be completed on-line at the TDS website.
403(b) / 457(b)Transactions/Distributions: What paperwork do I need to submit for a distribution?