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457(b) Transfer Authorization Form Participant Instructions The 457(b) Transfer Authorization Form must be submitted to Employee Benefits Services & Advisors, Inc. (EBS), the third party administrator,

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How to fill out 457b transfer authorization form

How to fill out a 457b transfer authorization form:

01

Start by gathering the necessary information: Before you begin filling out the form, make sure you have all the required information at hand. This may include details about your current 457b account, the receiving institution, and any specific instructions or limitations for the transfer.

02

Identify the sections: Look through the form and familiarize yourself with the different sections and fields. This will help you navigate the form more efficiently and ensure you don't miss any required information.

03

Provide personal information: Begin by providing your personal information, such as your name, address, social security number, and contact details. Ensure that all the information you provide is accurate and up to date.

04

Account details: Fill in the necessary details about your current 457b account, including the account number, the provider's name, and any other relevant information. This will help identify the account that you wish to transfer.

05

Receiving institution information: Provide the required details about the institution or organization you intend to transfer your funds to. This may include their name, address, and account number.

06

Transfer amount: Indicate the amount you wish to transfer from your current 457b account to the receiving institution. Be sure to double-check that the amount is accurate to avoid any discrepancies.

07

Review and sign: Before submitting the form, carefully review all the information you have entered to ensure its accuracy. If applicable, consult with a financial advisor or retirement plan specialist for any doubts or questions. Once satisfied, sign and date the form as required.

Who needs a 457b transfer authorization form?

A 457b transfer authorization form is needed by individuals who have a 457b retirement account and intend to transfer funds from that account to another institution or organization. This form acts as a legal document authorizing the transfer and ensures that the process is carried out correctly and in accordance with applicable regulations. It may be required by the provider of the receiving institution to initiate the transfer.

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What is 457b transfer authorization form?

457b transfer authorization form is a document that allows the transfer of funds from one 457b retirement account to another.

Who is required to file 457b transfer authorization form?

Individuals looking to transfer funds from one 457b retirement account to another are required to file the form.

How to fill out 457b transfer authorization form?

To fill out the form, you must provide your personal information, details of the accounts involved, and any other requested information.

What is the purpose of 457b transfer authorization form?

The purpose of the form is to authorize the transfer of funds between 457b retirement accounts.

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

The form typically requires details such as account numbers, names of the account holders, and the amount to be transferred.

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