Get the free 403(b) Exchange Authorization Form - National Benefit Services, LLC

403(b) Exchange Authorization Form Participant The 403(b) Exchange Authorization Form must be submitted to National Benefit Services, LLC (NBS), the third party administrator, to authorize any exchange

How to fill out 403b exchange authorization form

How to fill out 403b exchange authorization form:

1. Start by gathering all the necessary information, such as your personal details, existing 403b account information, and the details of the new account where you want the funds transferred.
2. Provide your full name, address, and social security number in the designated fields.
3. Enter the name of your current 403b account provider and provide the account number.
4. Indicate the desired amount you wish to transfer to the new account.
5. Specify the name of the new account provider and provide their contact information, including their address and phone number.
6. If required, include any additional documentation or forms that may be needed for the transfer.
7. Carefully review the form before submitting, ensuring all information is accurate and complete.
8. Date and sign the form, affirming that the information provided is true and accurate to the best of your knowledge.

Who needs 403b exchange authorization form:

1. Employees who have contributed to a 403b retirement plan and are looking to transfer their funds to a new account.
2. Individuals who have changed jobs or employers and want to move their retirement savings from an old 403b account to a new one.
3. Those who wish to consolidate multiple 403b accounts into a single account for better management and convenience.
4. Individuals who are retiring and want to transfer their 403b funds to an individual retirement account (IRA) or another qualified retirement plan.

It is essential to consult with a financial advisor or tax professional before making any decisions regarding your retirement savings and the process of completing a 403b exchange authorization form.

For pdfFiller’s FAQs

What is 403b exchange authorization form?

The 403b exchange authorization form is a document used to request a transfer of funds from one 403b retirement account to another.

Who is required to file 403b exchange authorization form?

Individuals who want to transfer funds between 403b retirement accounts are required to file the 403b exchange authorization form.

How to fill out 403b exchange authorization form?

To fill out the 403b exchange authorization form, individuals must provide their personal information, details of both 403b accounts, and indicate the amount to be transferred.

What is the purpose of 403b exchange authorization form?

The purpose of the 403b exchange authorization form is to facilitate the transfer of funds between 403b retirement accounts while ensuring compliance with IRS regulations.

What information must be reported on 403b exchange authorization form?

The 403b exchange authorization form must include personal information, account details, transfer amount, and any other required details for the transaction.

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