Get the free FBC 457(b) Transfer Authorization Form - National Benefit Services
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401(a) Transfer Authorization Form
Participant Instructions
The 401(a) Transfer Authorization Form must be submitted to National Benefit Services, LLC (NBS), the third party administrator, to
authorize
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How to fill out fbc 457b transfer authorization
How to fill out fbc 457b transfer authorization
01
Obtain the FBC 457b transfer authorization form from your employer or retirement plan administrator.
02
Read the instructions provided with the form carefully.
03
Fill out the personal information section of the form, including your full name, address, Social Security number, and contact information.
04
Provide details about your current 457b plan, such as the plan name, account number, and the amount you wish to transfer.
05
Indicate the receiving plan where you want the funds to be transferred, including the plan name, address, and account number.
06
Sign and date the form to certify the accuracy of the information provided.
07
Submit the completed form to your employer or retirement plan administrator, following their instructions for submission.
08
Keep a copy of the form for your records.
Who needs fbc 457b transfer authorization?
01
Employees who have a 457b retirement plan and wish to transfer funds from one 457b plan to another.
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