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Get the free 457 prior funds transfer form transfer funds to texa$aver 457 program

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457 PRIOR FUNDS TRANSFER FORM TRANSFER FUNDS TO TEXT×AVER 457 PROGRAM PLEASE RETURN THIS FORM TO: Employees Retirement System of Texas Customer Benefits P.O. Box 13207 Austin, Texas 787113207Prior
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How to fill out 457 prior funds transfer

01
To fill out a 457 prior funds transfer, follow these steps:
02
Download the 457 prior funds transfer request form from the official website.
03
Fill in your personal information such as name, date of birth, and contact details.
04
Provide information about your previous 457 account, including the account number and the name of the financial institution.
05
Indicate the amount of funds you wish to transfer from your previous 457 account to a new account.
06
Review the form to ensure all the information is accurate and complete.
07
Sign and date the form.
08
Submit the filled-out form to your new 457 account provider or follow their specific instructions for submission.
09
Wait for confirmation from both your previous and new 457 account providers that the transfer has been completed.

Who needs 457 prior funds transfer?

01
457 prior funds transfer is needed by individuals who have an existing 457 account and wish to transfer their funds from that account to a new 457 account. This could be because they have changed jobs or want to consolidate their retirement savings into a single account.
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457 prior funds transfer is the process of moving funds from a 457 retirement account to another qualifying retirement account.
Individuals who have a 457 retirement account and want to transfer funds to another qualifying retirement account are required to file a 457 prior funds transfer.
To fill out a 457 prior funds transfer, individuals need to initiate the transfer process with their 457 plan administrator or financial institution and complete the necessary forms.
The purpose of a 457 prior funds transfer is to allow individuals to consolidate their retirement funds or move funds to a different retirement account that better suits their needs.
The information that must be reported on a 457 prior funds transfer includes the amount of funds being transferred, the receiving account information, and any relevant tax information.
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