If you have questions, contact Plan(b) Customer Information at
(866)planb86 (866-752-6286), Monday- Friday, 7am – 5pm CST

Forms

Below is a collection of forms for transaction requests regarding your account.

Looking for answers to your questions about Plan(b)? Check here first.	Plan(b) Frequently Asked Questions (FAQs)
This guide provides the information and forms you need to enroll in Plan(b) within a 403(b) plan.	403(b) Enrollment Guide
If you need access to your Plan(b) retirement savings within a 403(b) plan, use this guide.	403(b) Distribution Guide
This guide provides the information and forms you need to enroll in Plan(b) within a 457(b) plan.	457(b) Enrollment Guide
If you need access to your Plan(b) retirement savings within a 457(b) plan, use this guide.	457(b) Distribution Guide
Use this form to move money—within your account or into your account.	Exchange / Transfer / Rollover Request
If your plan allows loans against your account balance, use this form to make your request.	Retirement Account Loan Request
If you want to change your investments, or have your account rebalanced, use this form.	Investment Election Change Form
Use this form to change beneficiaries and to obtain spousal consent (if applicable).	Beneficiary Change and Spousal Consent Form
If you’ve decided not to participate in Plan(b), use this form to notify your employer.	Plan(b) Opt-Out Form