Get the free 457 Rollover Contribution/Plan-to-Plan Transfer Form - Voya Financial
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457 ROLLOVER CONTRIBUTION/ PLANTSMAN TRANSFER Formulas print or type the following information: Name Date of BirthAddressCitySocial Security Number or Employee ID (circle one) State/Pipework Location
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How to fill out 457 rollover contributionplan-to-plan transfer
How to fill out 457 rollover contributionplan-to-plan transfer
01
Step 1: Obtain the necessary transfer forms from the receiving plan administrator and the current plan administrator.
02
Step 2: Fill out the personal information section on the transfer form, including your name, address, and social security number.
03
Step 3: Indicate the amount you wish to transfer from your current 457 plan to the new plan on the transfer form.
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Step 4: Specify whether you want to transfer the funds as a direct rollover or as a trustee-to-trustee transfer.
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Step 5: Provide the necessary account information for both the current plan and the new plan on the transfer form.
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Step 6: Review the completed transfer form for accuracy and completeness.
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Step 7: Sign and date the transfer form.
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Step 8: Submit the transfer form to the current plan administrator.
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Step 9: Confirm with the receiving plan administrator that they have received the transfer form and that the transfer process has been initiated.
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Step 10: Monitor the transfer process and ensure that the funds are successfully transferred to the new plan.
Who needs 457 rollover contributionplan-to-plan transfer?
01
457 rollover contribution plan-to-plan transfer is needed by individuals who have a 457 retirement plan and wish to transfer the funds to another eligible retirement plan.
02
This may include individuals who change jobs or retire and want to consolidate their retirement savings into a single account.
03
Furthermore, individuals who are no longer satisfied with the investment options or services offered by their current 457 plan may also opt for a plan-to-plan transfer.
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