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403(b) Exchange Authorization Form
Participant Instructions 403(b) Exchange Authorization Form must be submitted to National Benefit Services, LLC (NBS), the third party administrator, to
authorize
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What is the 403b exchange authorization?
The 403b exchange authorization allows an individual to transfer funds from one 403b account to another without incurring taxes.
Who is required to file the 403b exchange authorization?
Any individual looking to transfer funds between 403b accounts must file the 403b exchange authorization.
How to fill out the 403b exchange authorization?
The 403b exchange authorization form can be completed online or submitted through mail with all required information regarding the transfer.
What is the purpose of the 403b exchange authorization?
The purpose of the 403b exchange authorization is to facilitate tax-free transfers between 403b retirement accounts.
What information must be reported on the 403b exchange authorization?
The 403b exchange authorization form requires details of the transferring account, receiving account, and the amount to be transferred.
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