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MFP Transition Withdrawal Recommendation Form Please email (encryption only) or fax form to: North Carolina Money Follows the Person Demonstration Project Email: MFPInfo@dhhs.nc.gov Fax: (919) 7154159 Participants

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How to fill out mfp pre-transition withdrawal recommendation

01

To fill out the MFP pre-transition withdrawal recommendation, follow these steps: 1. Obtain the necessary forms from your MFP provider or website.

02

Provide your personal information such as name, address, contact details, and social security number in the designated fields.

03

Indicate the reason for the pre-transition withdrawal recommendation.

04

Specify the amount of funds you wish to withdraw.

05

Provide any additional documents or supporting evidence required by your MFP provider.

06

Review the completed form for accuracy and ensure all required fields are filled in.

07

Sign and date the form.

08

Submit the filled-out form to your MFP provider through the designated channel.

09

Keep a copy of the form and any supporting documents for your records.

Who needs mfp pre-transition withdrawal recommendation?

01

Individuals who are planning to transition their MFP account or make changes to their investments may need a pre-transition withdrawal recommendation. This recommendation is often required by MFP providers to ensure that individuals understand the potential consequences and implications of their decision. It is advisable to consult with your MFP provider directly to determine if a pre-transition withdrawal recommendation is necessary for your specific situation.

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What is mfp pre-transition withdrawal recommendation?

MFP pre-transition withdrawal recommendation refers to the recommendation made by qualified financial advisors to withdraw funds from the Managed Funds Program before transitioning to a new investment strategy.

Who is required to file mfp pre-transition withdrawal recommendation?

Investors who are part of the Managed Funds Program are required to file the pre-transition withdrawal recommendation.

How to fill out mfp pre-transition withdrawal recommendation?

To fill out the recommendation, investors need to consult with their financial advisors and provide relevant information about their investment goals and risk tolerance.

What is the purpose of mfp pre-transition withdrawal recommendation?

The purpose of the recommendation is to ensure that investors make informed decisions about their withdrawals before transitioning to a new investment strategy.

What information must be reported on mfp pre-transition withdrawal recommendation?

The recommendation should include details about the amount of funds to be withdrawn, the reasons for the withdrawal, and the impact on the overall investment portfolio.

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