Get the free 403(b) Plan Transfer Request Form. Use this form to transfer all or part of your 403...

Name: Fillable Online 403(b) Plan Transfer Request Form. Use this form to transfer all or part of your 403(b) Plan from another institution to Franklin Templeton. Fax Email Print - pdfFiller
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O. Box 997153 Sacramento CA 95899-7153 P. O. Box 33033 St. Petersburg FL 33733-8033 3344 Quality Drive Rancho Cordova CA 95670-7313 100 Fountain Parkway N. R403B FTRAN 05/16. ACCOUNT OWNER INFORMATION First name middle initial last name Primary phone number Alternate phone number Suffix SSN/ITIN Date of birth mm/dd/yyyy TRANSFER/DIRECT ROLLOVER INSTRUCTIONS Identify the type of retirement plan account you intend to transfer/directly roll over under FROM CURRENT INSTITUTION. The Franklin...

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How to fill out 403b plan transfer request

01

Step 1: Obtain the 403b plan transfer request form from your employer or plan administrator.

02

Step 2: Fill out your personal information, including your name, address, and Social Security number.

03

Step 3: Provide details about your current 403b plan, such as the plan name, account number, and current balance.

04

Step 4: Indicate the new 403b plan where you want the transfer to be made, including the plan name and account number.

05

Step 5: Specify the transfer amount or percentage you wish to transfer from your current plan to the new plan.

06

Step 6: Sign and date the transfer request form.

07

Step 7: Submit the completed form to your employer or plan administrator for processing.

Who needs 403b plan transfer request?

01

Individuals who have an existing 403b retirement plan and want to transfer their funds to another 403b plan may need a 403b plan transfer request.

02

This could include employees who change jobs or switch employers and want to consolidate their retirement savings into a new plan.

03

It could also include individuals who want to take advantage of better investment options or lower fees offered by a different 403b plan.

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What is 403b plan transfer request?

A 403b plan transfer request is a formal application to move assets from one 403b retirement account to another.

Who is required to file 403b plan transfer request?

Individuals who want to transfer funds from one 403b retirement account to another are required to file a 403b plan transfer request.

How to fill out 403b plan transfer request?

To fill out a 403b plan transfer request, individuals need to provide personal information, details of the current 403b account, information about the receiving 403b account, and any other required documentation.

What is the purpose of 403b plan transfer request?

The purpose of a 403b plan transfer request is to facilitate the transfer of retirement funds from one 403b account to another without incurring tax penalties.

What information must be reported on 403b plan transfer request?

Information such as personal details, account numbers, transfer amount, and any specific instructions must be reported on a 403b plan transfer request.

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