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403(b) Plan of the Regional University System of Oklahoma 403(b) Contract Exchange Request Section I Plan Information Use this form to request a Contract Exchange (formerly 90-24 Transfer) of your
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What is 403b contract exchange request?
403b contract exchange request is a request to transfer funds from one 403b retirement plan to another.
Who is required to file 403b contract exchange request?
Participants who want to transfer funds from one 403b plan to another are required to file the exchange request.
How to fill out 403b contract exchange request?
To fill out a 403b contract exchange request, participants need to provide details about the current and target 403b plans, amount to be transferred, and other required information.
What is the purpose of 403b contract exchange request?
The purpose of a 403b contract exchange request is to allow participants to move their retirement savings from one 403b plan to another without tax consequences.
What information must be reported on 403b contract exchange request?
The exchange request must include information about the participant's current 403b plan, target 403b plan, transfer amount, personal details, and signatures.
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