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403(b) Exchange (Transfer-In) Form
403(b) MCPS Tax Sheltered Savings Plan
Mail to: T. Rowe Price Retirement Plan Services
Special Attn.: Forms Enclosed
P.O. Box 17215
Baltimore, Maryland 21297-1215
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How to fill out 403b transfer-in request form
How to fill out 403b transfer-in request form:
01
Obtain a copy of the 403b transfer-in request form from your current 403b provider or your human resources department.
02
Fill in your personal information accurately, including your full name, address, and contact information.
03
Provide your current 403b account information, such as the plan name, account number, and the name of the current provider.
04
Indicate the transfer amount you wish to move from your current 403b account to the new account. Be sure to double-check the accuracy of the amount to avoid any errors.
05
Select the type of transfer you want to make. This could include a direct transfer, where the funds are moved directly from one 403b account to another, or an indirect transfer, where the funds are distributed to you and then you deposit them into the new account.
06
Fill in the details of the receiving 403b account, including the plan name, account number, and the name of the new provider.
07
Provide any additional information or instructions that may be required for the transfer, such as any specific investment options or restrictions.
08
Sign and date the form to certify that the information provided is true and accurate.
09
Submit the completed form to your current 403b provider or human resources department for further processing.
Who needs 403b transfer-in request form:
01
Individuals who have an existing 403b account with one provider and want to transfer their funds to a new provider.
02
Employees who have changed jobs and wish to consolidate their retirement savings by moving their previous 403b funds into their new employer's plan.
03
Individuals who want to take advantage of better investment options or lower fees offered by a different 403b provider.
04
Those who have reached retirement age and want to transfer their 403b funds to an IRA or another retirement account for more flexibility and control over their investments.
05
Individuals who have multiple 403b accounts from different employers and wish to combine them into a single account for ease of management.
Remember to consult with a financial advisor or tax professional before making any decisions regarding your 403b transfer.
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What is 403b transfer-in request form?
The 403b transfer-in request form is a document used to request the transfer of funds from another 403b retirement account into the specified account.
Who is required to file 403b transfer-in request form?
Any individual who wants to transfer funds from another 403b retirement account to a specific account is required to file the 403b transfer-in request form.
How to fill out 403b transfer-in request form?
To fill out the 403b transfer-in request form, you need to provide information such as the account details of the transferring account, the desired transfer amount, and any other required details as specified on the form. You may need to contact the plan administrator or custodian for assistance in completing the form.
What is the purpose of 403b transfer-in request form?
The purpose of the 403b transfer-in request form is to facilitate the transfer of funds from one 403b retirement account to another. It ensures that the necessary information is provided for the transfer process to be completed accurately and securely.
What information must be reported on 403b transfer-in request form?
The information required to be reported on the 403b transfer-in request form typically includes the account details of the transferring account, the desired transfer amount, personal identification information, and any additional information as requested by the plan administrator or custodian.
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