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Incoming Contract Exchange/Direct Rollover 403(b) Plan Anchorage School District 403(b) Defined Contribution Plan Participant Information 93399-01 Do not complete the Investment Option Information
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How to fill out incoming contract exchangedirect rollover:
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Obtain the necessary paperwork from your financial institution or employer to initiate the process.
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Provide your personal and account information, including your name, address, social security number, and existing retirement account details.
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Indicate the type of retirement account you have, such as a traditional IRA, 401(k), or pension plan.
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Specify the amount you wish to transfer from your existing retirement account to the new exchangedirect rollover account.
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