LOAN REQUEST AND AGREEMENT SECTION 403(b)/TAX SHELTERED ANNUITY CONTRACT - INSTRUCTIONSLoan Request and Agreement • January 13th, 2015 • New York
All transactions will be processed upon completion and receipt of this form and any other required document in good order. Good order is defined as receipt of any required information at our Service Center accurately and entirely completed, with any applicable signatures. If this form is not received in good order, including any required Employer, Plan Sponsor, or Third Party Administrator signature, it may be returned to you for correction and re-submission. If additional required documents are not properly executed and received within 30 days of receipt of the initial documentation, the entire submission will be closed and new paperwork will be required. For ERISA Plans only, complete and attach a Spousal Consent form.
LOAN REQUEST AND AGREEMENT SECTION 403(b)/TAX SHELTERED ANNUITY CONTRACT - INSTRUCTIONSLoan Request and Agreement • January 13th, 2015 • New York
All transactions will be processed upon completion and receipt of this form and any other required document in good order. Good order is defined as receipt of any required information at our Service Center accurately and entirely completed, with any applicable signatures. If this form is not received in good order, including any required Employer, Plan Sponsor, or Third Party Administrator signature, it may be returned to you for correction and re-submission. If additional required documents are not properly executed and received within 30 days of receipt of the initial documentation, the entire submission will be closed and new paperwork will be required. For ERISA Plans only, complete and attach a Spousal Consent form.
