COVID-19 CARES Act Information

Please find links below to information and forms related to significant changes in federal legislation impacting 403(b)/457(b) plans:

Legislation Information

• August 2020 - Updated IRS Guidance
• Legislation Overview

Online Forms

Select your organization to determine which Coronavirus Related withdrawals are permitted by its Plan(s):

Coronavirus Related Distribution Repayment Forms

• 403(b) Coronavirus Related Distribution Repayment Form
• 457(b) Coronavirus Related Distribution Repayment Form