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Transfer Request Form Dartmouth College Tax-sheltered account (TSA) 403(b) For assistance please call 800.368.2745. PART I: FINANCIAL INSTITUTION INFORMATION Name of Financial Institution Date Address
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How to fill out dartmouth 403b transfer request
How to fill out a Dartmouth 403b transfer request:
01
Obtain the necessary forms: Start by contacting the Dartmouth 403b provider or human resources department to request the transfer request forms. They will provide you with the necessary paperwork, which may include a transfer request form and any additional documents required.
02
Fill out personal information: Begin by filling out your personal information, including your full name, address, social security number, and contact information. Make sure to provide accurate and up-to-date information to avoid any processing delays.
03
Provide account details: In the transfer request form, you will need to provide the details of your current 403b account, such as the account provider's name, account number, and the current balance of the account.
04
Specify transfer instructions: Indicate the desired transfer instructions in the form. You will need to provide the name and contact information of the new 403b account provider where you want the funds transferred. Additionally, specify whether you want to transfer the entire account balance or a specific amount.
05
Signature: After completing the form, sign and date it to confirm your request. Ensure that you have read and understood all the terms and conditions mentioned in the form before signing.
06
Submit the transfer request: Once you have filled out the form, make a copy for your records and submit the original to the designated party or department mentioned on the form. It is recommended to send the form via certified mail to ensure its safe delivery.
Who needs a Dartmouth 403b transfer request?
Employees who have a 403b retirement savings account at Dartmouth College and wish to move their funds to another 403b account provider would need to fill out a Dartmouth 403b transfer request. This could be individuals who are changing jobs, retiring, or seeking to consolidate their retirement accounts. The transfer request is necessary to ensure a smooth and compliant transfer of funds from Dartmouth's 403b plan to the new account provider.
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What is dartmouth 403b transfer request?
The Dartmouth 403b transfer request is a form used to request the transfer of funds from one 403b retirement account to another.
Who is required to file dartmouth 403b transfer request?
Any Dartmouth employee who wishes to transfer funds from their 403b retirement account is required to file a Dartmouth 403b transfer request.
How to fill out dartmouth 403b transfer request?
To fill out the Dartmouth 403b transfer request, the employee must provide information about the current 403b account, the receiving account, and sign the form.
What is the purpose of dartmouth 403b transfer request?
The purpose of the Dartmouth 403b transfer request is to facilitate the transfer of funds between 403b retirement accounts.
What information must be reported on dartmouth 403b transfer request?
The Dartmouth 403b transfer request must include details about the current 403b account, the receiving account, and the employee's signature.
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