Get the free 457(b) Transfer Authorization Form - National Benefit Services

457(b) Transfer Authorization Form Participant The 457(b) Transfer Authorization Form must be submitted to National Benefit Services, LLC (NBS), the third party administrator, to authorize any transfer

How to fill out 457b transfer authorization form

How to fill out 457b transfer authorization form

1. To fill out a 457b transfer authorization form, follow these steps:
2. Obtain the transfer authorization form from your employer or retirement plan provider.
3. Read the instructions and requirements carefully to understand the process.
4. Provide your personal information, such as your name, address, and social security number.
5. Enter the details of your existing 457b plan, including the plan name, account number, and current balance.
6. Specify the receiving institution or plan where you want to transfer your funds.
7. Provide the necessary information for the receiving institution, such as its name, address, and account number.
8. Indicate whether you want to transfer the entire account balance or a specific amount.
9. Review the form for accuracy and completeness.
10. Sign and date the form in the designated section.
11. Submit the completed form to your employer or retirement plan provider for processing.
12. Keep a copy of the filled-out form for your records.

Who needs 457b transfer authorization form?

1. Employees who have a 457b retirement plan and wish to transfer their funds to another institution or plan need to fill out a 457b transfer authorization form.

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What is 457b transfer authorization form?

The 457b transfer authorization form is a document that allows an individual to transfer funds from one 457b retirement account to another without incurring taxes or penalties.

Who is required to file 457b transfer authorization form?

Anyone looking to transfer funds from one 457b retirement account to another is required to file the 457b transfer authorization form.

How to fill out 457b transfer authorization form?

To fill out the 457b transfer authorization form, you will need to provide your personal information, details of both the transferring and receiving accounts, and sign the document.

What is the purpose of 457b transfer authorization form?

The purpose of the 457b transfer authorization form is to facilitate the transfer of funds between 457b retirement accounts without tax consequences.

What information must be reported on 457b transfer authorization form?

The form will typically require information such as account numbers, names of the account holders, the amount to be transferred, and the reason for the transfer.