FIRST FINANCIAL ADMINISTRATORS, INC.
RETIREMENT SERVICES DEPARTMENT
515 NORTH SAM HOUSTON PKWY EAST, FIFTH FLOOR ● HOUSTON, TX 77060
PO BOX 670329 ● HOUSTON, TX 77267-0329
(281) 847-8422 ● (800) 523-8422 ● Fax: (281) 847-8427 ● www.ffga.com
403(b) DISTRIBUTION NOTICE
Important Information About Your Qualified Retirement Plan Distribution
As a participant in your employer’s 403(b)/403(b)(7) Plan, you have accumulated a vested
account balance. You are receiving this notice because you may have a triggering event and
qualify for a distribution of your vested account balance from your employer’s 403(b)/403(b)(7)
Plan. You may incur a triggering event if you:
• severed employment with your employer,
• attain the normal retirement age indicated in the plan,
• are fully disabled under the plan’s definition,
•
incur a hardship (only applicable to certain plan and may be limited to certain
contribution sources).
However, you can call First Financial Administrators, Inc. (your “Plan Administrator”) to
identify the specific triggering events which apply under your plan.
IRS regulations dictate the optional payment options available for plan participants and
beneficiaries. IRS regulations also dictate how the different payment options will be taxed.
Please contact your 403(b)/403(b)(7) issuer for more information and for the forms necessary for
a distribution, rollover or transfer. Please mail all distribution forms to First Financial
Administrators, Inc. If you are requesting a direct rollover or transfer to another qualified plan,
First Financial Administrators also requires the transfer paperwork and signed letter of
acceptance from the receiving institution.
Forms may be mailed to:
FIRST FINANCIAL ADMINISTRATORS, INC
RETIREMENT SVCS DEPT
PO BOX 670329
HOUSTON TX 77267-0329
Please call our Retirement Services Department at 1-800-523-8422 with any questions or
concerns.