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

Shareholder/Participant Forms

Beneficiary Designation Form (PDF: 52 KB)
Establish or change the primary and secondary beneficiary(ies) for your Dreyfus 403(b)(7) account.

Dreyfus 403(b)(7) Loan Request Form (PDF: 43 KB)
Request a loan from your Dreyfus 403(b)(7) account.

Transfer Request Form (PDF: 73 KB)
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 (PDF: 71 KB)
Make distributions or transfers from your Dreyfus 403(b)(7) account.

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

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