In order for CalSTRS 403bComply to approve the distribution, transfer, rollover, exchange or loan request we will need all of the following:
- Copy of your most recent plan account and/or policy statements - for all of your 403(b), 457(b), and 401(a) plan accounts and/or policies.
- Completed and signed CalSTRS 403bComply 403(b) PLAN DISTRIBUTION, LOAN, EXCHANGE, TRANSFER, & ROLLOVER FORM. Click here for the form.
- Completed and signed forms from your 403(b) vendor. You will need to contact your vendor to obtain these forms.
- Please fax the CalSTRS 403bComply and vendor forms to us at (888) 989-9247 using the CalSTRS 403bComply fax cover sheet on our website. Click here for the fax cover form. Please DO NOT attach information for more than one participant with a fax.
If your request complies with IRS and your employer's Plan rules, CalSTRS 403bComply will approve the request and follow your instructions to either return the approved forms to you or to your vendor.