U.S. OMNI - Transaction Forms

403(b) PLAN DISBURSEMENT REQUEST FORM for City of St. Charles School Dist. [St. Charles, MO]

TRANSACTION TYPE: Distribution

Cash or rollover disbursement from Plan with a qualifying event. Qualifying events are either of the following:

59 1/2 Years of Age
Separation from service

For more details, please visit our Transaction Information page or contact OMNI.

Step 1 of 3: Supply Information

Step 2 of 3: Confirm Entries

Step 3 of 3: Submission Confirmation

Please supply the information requested below.
Read all agreements on the form before submitting.
Fields having an asterisk notation are required.

The tracking number for your request is .
We will review your request and advise.

Employee Information

Last Name *

First Name *

Middle Initial

Maiden Name

Address *

City *

State *

Zip *

Phone *

Alternate Phone

Email *

Re-enter Email *

Social Security Number *

Date of Birth *

Date of Separation

Investment Provider Agent Information:

There is a financial advisor/representative associated with this transaction.

Agent Name *

Agent Phone *

Agent Email *

Agent Fax

I wish the above named agent to be copied on all e-mail communications sent to the plan participant, including certificate(s) of approval, which may be associated with this transaction.

Distributing Account Information:

Distribution Qualification *

Investment Provider Company

If other, please supply company name here

Account #

Amount Requested *

Receiving Account Information:

This will be a cash distribution. No receiving Investment Provider is involved.

Investment Provider Company

If other, please supply company name here

Account #

Account Type

Confirmation:

I hereby confirm that the information on this form is correct and complete to the best of my knowledge.

Re-enter Social Security Number: *:

Quick Links

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