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Governmental 457(b) Transfer Request
Instructions
To request a transfer of your 457(b) governmental plan account to another 457(b) governmental plan, complete all applicable sections of this form
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What is to request a transfer?
Requesting a transfer involves asking to move funds or assets from one account to another.
Who is required to file to request a transfer?
Anyone who wishes to move funds or assets from one account to another needs to file a transfer request.
How to fill out to request a transfer?
To request a transfer, one must fill out a transfer form provided by the financial institution or service provider.
What is the purpose of to request a transfer?
The purpose of requesting a transfer is to move funds or assets from one account to another for various reasons such as convenience, consolidation, or investment purposes.
What information must be reported on to request a transfer?
The transfer request must include details such as the account numbers involved, the amount to be transferred, the reason for the transfer, and any specific instructions.
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