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For use with:Lincoln Alliance programFroedtert Health, Inc. 403(b) Plan Request for a Rollover Section I Plan InformationFRDT001 PLEASE PRINT CLEARLYCarefully read the rollover notice you received

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How to fill out 403b rollover form

01

Obtain the 403b rollover form from your previous employer or retirement plan provider.

02

Fill out your personal information including your name, address, and social security number.

03

Provide the details of your previous employer's 403b plan, including the account number and plan administrator.

04

Indicate whether you want a direct rollover to a new retirement account or if you prefer to receive the funds personally.

05

Sign and date the form, and submit it to your current retirement plan provider or new financial institution.

06

Keep a copy of the completed form for your records.

Who needs 403b rollover form?

01

Individuals who are changing jobs and want to transfer their existing 403b retirement account to a new employer's plan or an individual retirement account (IRA) may need to fill out a 403b rollover form.

02

Those who are retiring or leaving their current employer and want to consolidate their retirement savings may also need to use a 403b rollover form.

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What is 403b rollover form?

The 403b rollover form is a document used to transfer funds from one 403b retirement account to another without incurring taxes or penalties.

Who is required to file 403b rollover form?

Individuals who are looking to transfer funds from one 403b retirement account to another are required to file the 403b rollover form.

How to fill out 403b rollover form?

To fill out the 403b rollover form, individuals must provide their personal information, details of the old and new 403b accounts, and specify the amount they wish to transfer.

What is the purpose of 403b rollover form?

The purpose of the 403b rollover form is to facilitate the tax-free transfer of funds between 403b retirement accounts.

What information must be reported on 403b rollover form?

The 403b rollover form must include personal information, details of the old and new 403b accounts, and the amount being transferred.

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