Get the free 403(b)(7) Exchange-In Request - T. Rowe Price

403(b) Plan account forms 403(b)(7) Exchange-In Request Return this form in the postage-paid envelope provided or mail it to: T. Rowe Price, Retirement Operations Group, P.O. Box 17479, Baltimore,

How to fill out 403b7 exchange-in request

How to Fill Out 403b7 Exchange-In Request:

1. Begin by obtaining the necessary forms from your employer or the financial institution that manages your 403b account.
2. Carefully read the instructions provided with the form to ensure you understand the requirements and eligibility criteria for a 403b7 exchange-in request.
3. Fill in your personal information accurately, including your name, address, social security number, and contact information.
4. Provide details about your current 403b account, such as the name of the financial institution holding the account and the account number.
5. Indicate the amount you wish to transfer from your current 403b account to the new institution, ensuring you comply with any minimum or maximum transfer limits.
6. If applicable, specify any investment options or funds you wish to transfer to within the new institution.
7. Sign and date the form, certifying that the information provided is true and accurate.
8. Make copies of the completed form for your records before submitting it to the appropriate party according to the instructions provided.

Who Needs a 403b7 Exchange-In Request:

1. Employees who have an existing 403b retirement account and wish to transfer funds from their current account to another 403b account at a different financial institution.
2. Individuals who want to take advantage of better investment opportunities, lower fees, or more favorable terms offered by another financial institution.
3. Employees who experience a change in employment and want to consolidate their retirement accounts by moving their 403b funds to a new institution.
4. Individuals who are dissatisfied with the performance or services of their current 403b account provider and seek to transfer their funds elsewhere.

For pdfFiller’s FAQs

What is 403b7 exchange-in request?

A 403b7 exchange-in request is a form used to transfer assets from one 403b retirement plan to another.

Who is required to file 403b7 exchange-in request?

Anyone looking to transfer assets between 403b retirement plans is required to file a 403b7 exchange-in request.

How to fill out 403b7 exchange-in request?

To fill out a 403b7 exchange-in request, you will need to provide information about the accounts you are transferring from and to, as well as details about the assets being transferred.

What is the purpose of 403b7 exchange-in request?

The purpose of a 403b7 exchange-in request is to allow for the tax-free transfer of assets between 403b retirement plans.

What information must be reported on 403b7 exchange-in request?

Information such as account numbers, asset types, and transfer amounts must be reported on a 403b7 exchange-in request.

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