Get the free 403(b) Exchange Authorization Form - Employee Benefit Services

403(b) Exchange Authorization Form Participant Instructions The 403(b) Exchange Authorization Form must be submitted to Employee Benefits Services & Advisors, Inc. (EBS), third party administrator,

How to fill out 403b exchange authorization form

How to fill out 403b exchange authorization form:

1. Start by entering your personal information such as your name, address, and social security number.
2. Indicate the type of 403b exchange you are requesting, whether it is a full exchange or a partial exchange.
3. Provide details of the current 403b account that you would like to exchange, including the account number and the name of the account custodian.
4. Specify the new 403b account where you want the funds to be transferred, including the account number and the name of the new account custodian.
5. State the reason for requesting the exchange, such as retirement, job change, or financial planning.
6. If necessary, attach any supporting documentation requested, such as a letter from your employer or financial advisor.
7. Review the form carefully, making sure all the information is accurate and complete.
8. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
9. Submit the completed form to the appropriate authority, whether it is your employer or the administrator of your 403b plan.

Who needs 403b exchange authorization form:

1. Employees who have a 403b retirement plan and wish to transfer funds from one account to another.
2. Individuals who have changed jobs and want to rollover their 403b funds into a new employer's plan or an Individual Retirement Account (IRA).
3. Individuals who are seeking to consolidate multiple 403b accounts into a single account for ease of management and better investment options.
4. Retirees who want to move their 403b funds into a retirement income product or annuity.

Note: It is always recommended to consult with a financial advisor or tax professional before making any decisions or filling out any forms related to your retirement accounts.

For pdfFiller’s FAQs

What is 403b exchange authorization form?

403b exchange authorization form is a form used to authorize the exchange of funds in a 403b retirement account.

Who is required to file 403b exchange authorization form?

Employees participating in a 403b retirement plan are required to file the 403b exchange authorization form.

How to fill out 403b exchange authorization form?

To fill out the 403b exchange authorization form, one must provide personal information, details of the account to be exchanged, and sign the form to authorize the exchange.

What is the purpose of 403b exchange authorization form?

The purpose of the 403b exchange authorization form is to allow individuals to transfer funds from one 403b retirement account to another without incurring taxes or penalties.

What information must be reported on 403b exchange authorization form?

The 403b exchange authorization form must contain personal information, details of the accounts involved in the exchange, and the amount of funds to be transferred.

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