What is it?

New IRS regulations require that certain transactions be coordinated by your employer (or through a third-party administrator such as NBS).

In addition to your investment provider's own paperwork giving instructions on how to perform a transaction, you will also need to have the transaction authorized by NBS.  The requested transaction will be reviewed by NBS for conformity with plan provisions and the Internal Revenue Code.  If the the transaction is approved your provider will be notified.  If the transaction is not approved you will be notified by mail.

Instructions

Keep a copy for your records.  Fax or mail a copy to:

Fax: (800) 772-2182

National Benefit Services

Attn: 403(b) Department

8523 S. Redwood Road

West Jordan, UT 84088 

Forms