Withdraw from Tax-Sheltered 403(b) Contract | F&G Forms

Manage Policies

Withdraw from a tax-sheltered 403(b) annuity contract

Instructions

Follow the instructions to surrender or withdraw funds from a tax-sheltered annuity contract or 403 (b).

  1. Complete form
    Complete the appropriate areas and supply the information requested on the Tax-Sheltered Annuity Service Request form.
  2.  
  3. Signatures
    Make sure to sign the form. Signatures must be current and signed within 30 days of receipt.
  4.  
  5. Submit form
    Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to F&G Service Center.

    Postal Mail
    F&G Service Center
    P.O. Box 81497
    Lincoln, NE 68501-1497

    Overnight Mail
    F&G Service Center
    777 Research Drive
    Lincoln, NE 68521

    Fax
    402.328.2266
  6.  
  7. Allow 7 days to process
    F&G will process the request within 7 business days of receipt of all required information.
  8.  
  9. Confirmation
    A confirmation of this change will be mailed to the owner's address of record upon completion along with a countersigned copy of the Service Request form.
  10.  
admin 5589
Request for Disbursement / Tax-sheltered Annuities
[admin 5589]
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nyad 3015
New York Issued: Request for Disbursement / Tax-sheltered Annuities [nyad 3015]
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18-1259