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Outstanding Loan Balance


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The account is a non-ERISA 403(b)(7). The participant is deceased, and there is a outstanding loan balance.

For qualified plans, we require instructions from the plan administrator confirming the outstanding loan balance, and whether it is an offset of deemed-distribution. But there is no plan administrator for the 403(b)(7) ---. How do we determine the outstanding balance and the status of the loan? Who do we get confirmation from?

Thanks in advance

Jane

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