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Get the free Transfer of Assets Option Form (for existing plans) - U.S. Conference ... - usmayors

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As part of the transition to Great-West Retirement Services?, you need to decide how you would like the transfer of the plan assets to occur. Please choose from the two options below. ? OPTION 1 New
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Transfer of assets option refers to the process of transferring ownership of assets from one entity to another.
Individuals or entities who have transferred assets are required to file the transfer of assets option.
To fill out the transfer of assets option, you need to provide necessary information regarding the transfer, such as the details of the assets and the parties involved in the transfer.
The purpose of transfer of assets option is to document and report the transfer of ownership of assets for legal and regulatory purposes.
The transfer of assets option requires reporting of relevant information such as the nature and value of the assets, the transfer date, and the identities of the parties involved.
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