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INFORMATION SHARING AGREEMENT FOR 403(b) CONTRACT EXCHANGES Name of Employer: (Employer) Name of Product Provider: Transamerica Fund Services, Inc. (Provider) This Agreement establishes the understanding
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What is for 403b contract exchanges?
A 403b contract exchange allows an individual to transfer funds from one 403b account to another without tax consequences.
Who is required to file for 403b contract exchanges?
Any individual looking to transfer funds between 403b accounts must file for a 403b contract exchange.
How to fill out for 403b contract exchanges?
To fill out for 403b contract exchanges, individuals must follow the specific guidelines provided by their plan administrator.
What is the purpose of for 403b contract exchanges?
The purpose of for 403b contract exchanges is to allow individuals to move funds between 403b accounts without incurring taxes.
What information must be reported on for 403b contract exchanges?
Individuals must report details of the transfer, account information, and reason for the exchange on for 403b contract exchanges.
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