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Plan Forms

Official paper forms for the 403(b) plan — download, print, and submit

Submission Instructions

Complete forms and retain a copy for your records.

Fax

(800) 597-8206

Mail

National Benefit Services, LLC
PO BOX 219006
Kansas City, MO 64121-9006

All authorization forms are reviewed by the plan administrator for compliance with plan rules and tax code. You will receive approval or denial notification by mail.