403(b)(7) Plan Applications and Documents

Click any of the documents below to begin downloading. For forms and applications related to specific types of accounts, please select from the menu options on the side of the page. 

If you have any questions when filling out the form or prefer to receive it via fax, please call us at: 800-858-8850 x6010.

Document
Form Number
403(b)(7) Custodial Agreement
403DS
403(b)(7) Transfer Form
403TF
403(b)(7) Contribution Change Form
403CA
403(b)(7) Distribution Form
403DB
403(b)(7) Rollover/Transfer Out Form
403TO
Mandatory Distribution Form
MDSTR
Beneficiary Change/Designation Form
RETBE
SunAmerica Trust Company Privacy Policy Notice
STCPN

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