Accounts & Services

403(b)(7) Retirement Plan Shareholder Forms

Select the appropriate 403(b)(7) shareholder form:

Shareholder/Participant Forms

Beneficiary Designation Form

Establish or change the primary and secondary beneficiary(ies) for your Dreyfus 403(b)(7) account.

Transfer Request Form

Transfer or directly roll over all or a portion of your 403(b) Plan, IRA or qualified plan to your Dreyfus 403(b)(7) account.

Distribution/Transfer Request Form

Make distributions or transfers from your Dreyfus 403(b)(7) account.

Salary Reduction Form

To change the amount of money coming out of your paycheck, return this completed form to your employer.

If you have specific questions, contact a Dreyfus Retirement Specialist at 1-800-358-0910.