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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 9024 Transfer) of your

How to fill out 403b contract exchange request

How to fill out 403b contract exchange request:

1. Obtain the necessary documents: Start by gathering all the required forms and documents for the 403b contract exchange request. This may include the contract exchange form, identification verification, and any supporting documentation required by your plan administrator.
2. Review the instructions: Carefully read through the instructions provided with the 403b contract exchange request form. It is essential to understand the requirements and guidelines to ensure accurate completion of the form.
3. Provide personal information: Fill in your personal information accurately on the form. This may include your full name, address, Social Security number, and contact information. Double-check the spelling and accuracy of your details.
4. Specify the existing contract details: Indicate the details of the current 403b contract you wish to exchange. This may include the account number, investment provider, and any other relevant information requested on the form.
5. Identify the new investment: Clearly state the investment provider and account details you wish to transfer your existing 403b contract to. Include the appropriate account numbers, beneficiary designations, and any other required information related to the new investment choice.
6. Complete beneficiary information: If applicable, fill in the beneficiary information section of the form. Provide the full name, relationship, address, and Social Security number of the beneficiaries.
7. Sign and date the form: Once you have filled out the entire form, carefully review all the information provided. Ensure that all sections are completed accurately. Sign and date the form where indicated.
8. Submit the form: After completing and reviewing the form, follow the instructions to submit the 403b contract exchange request. This may include mailing the form to the designated address or submitting it electronically, depending on the instructions provided.

Who needs 403b contract exchange request:

1. Employees with an existing 403b account: Individuals who currently have a 403b retirement account and wish to transfer their funds to a different investment provider or change their investment option within the same provider may need to complete a 403b contract exchange request.
2. Those seeking to optimize their retirement savings: Some individuals may want to explore other investment options or switch to an investment provider offering better investment choices or lower fees. In such cases, a 403b contract exchange request is necessary to move the funds from the existing account to the new investment vehicle.
3. Employees changing jobs or retiring: When changing jobs or retiring, individuals may have the opportunity to consolidate their retirement funds by transferring their existing 403b account to a new plan or investment provider. This requires completing a 403b contract exchange request to initiate the transfer process.

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What is 403b contract exchange request?

A 403b contract exchange request is a formal request made by an individual to exchange their existing 403b retirement account for a new one.

Who is required to file 403b contract exchange request?

Any individual who wishes to transfer or exchange their 403b retirement account is required to file a 403b contract exchange request.

How to fill out 403b contract exchange request?

To fill out a 403b contract exchange request, the individual must provide accurate information about their current and new 403b accounts, as well as the reason for the exchange.

What is the purpose of 403b contract exchange request?

The purpose of a 403b contract exchange request is to allow individuals to transfer or exchange their retirement savings from one 403b account to another, without incurring penalties.

What information must be reported on 403b contract exchange request?

The 403b contract exchange request must include details such as the account holder's name, account numbers, the reason for the exchange, and any fees associated with the transfer.