403(b) Information Center
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Plan Documents, Forms and Sample Notices

ASBO Plan Document 

Approved Provider Form 

Hold Harmless Agreement 

Information Sharing Agreement

Plan Document Questionnaire - Non-ERISA Public Schools

Plan Document Questionnaire - 501(c)(3) Nonprofit Organizations 

Plan Document Questionnaire - 501(c)(3) ERISA Organizations

Sample Notice

Sample Salary Reduction Agreement 

Sample Loan Form 

Sample Hardship Withdrawal Form

Summary of 403(b) Optional Plan Features 

Please be advised that this web content is not intended as legal or tax advice. Accordingly, any tax information provided in this web content is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transactions(s) or matter(s) addressed, and you should seek advice based on your particular circumstances from an independent tax advisor.

AXA Equitable Life Insurance Company, NY, NY and AXA Advisors, LLC, member SIPC, are affiliated companies. Securities are offered through AXA Advisors, LLC. AXA Equitable has sole responsibility for its annuity and life insurance obligations.

AXA Equitable and AXA Advisors do not provide legal or tax advice. Please consult your legal or tax advisor as to your specific situation.

GE-44470 (rev. 3/09)

 


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