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Clear and reset formRecordkeeperDirect Change of ThirdParty Administrator ThirdParty Administrators (TPAs) must be authorized for the RecordkeeperDirect program. Call us at (800) 4216019 to confirm

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How to fill out change of third-party administrator

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Obtain the necessary forms for changing the third-party administrator.

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Fill out the forms with accurate and up-to-date information.

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Who needs change of third-party administrator?

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Employers or organizations who are not satisfied with their current third-party administrator and wish to switch to a new one.

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Employers or organizations whose current third-party administrator is no longer meeting their needs or providing adequate services.

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What is change of third-party administrator?

The change of third-party administrator refers to the process of switching from one third-party administrator to another for managing specific tasks or services.

Who is required to file change of third-party administrator?

The entity or individual responsible for managing the third-party administrator relationship is required to file the change.

How to fill out change of third-party administrator?

The change of third-party administrator form must be completed with all relevant information and submitted to the appropriate governing body.

What is the purpose of change of third-party administrator?

The purpose of a change of third-party administrator is to update information and ensure accurate management of tasks or services.

What information must be reported on change of third-party administrator?

The change of third-party administrator form typically requires details such as the current administrator, new administrator, effective date of change, and reasons for change.

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