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Beaumont Housing Authority 1890 Laurel Beaumont, TX 77701 (409) 9517200 FAX (409) 9517272 TDD/TTY# 18007352988 Tax ID # 746000290 Section 8 Director: REQUEST TO TRANSFER NAME: (Please Print)___ADDRESS:___CITY,

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How to fill out portable request to transfer

01

Obtain a portable request to transfer form from the organization transferring the portable assets.

02

Fill out the personal information section, including your name, contact information, and any other required details.

03

Provide information about the assets being transferred, including the type of assets, value, and any other relevant details.

04

Sign and date the form to certify that the information provided is accurate.

05

Submit the completed form to the appropriate party for processing.

Who needs portable request to transfer?

01

Individuals who are transferring portable assets from one organization to another may need to fill out a portable request to transfer.

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What is portable request to transfer?

A portable request to transfer is a formal document that allows an individual to transfer their retirement account balance from one financial institution to another without incurring tax penalties.

Who is required to file portable request to transfer?

Individuals who are changing jobs or retiring and wish to transfer their retirement account balance to a new financial institution are required to file a portable request to transfer.

How to fill out portable request to transfer?

To fill out a portable request to transfer, an individual must provide their personal information, the details of the retirement account they wish to transfer, and the information of the new financial institution where the funds will be transferred.

What is the purpose of portable request to transfer?

The purpose of a portable request to transfer is to allow individuals to move their retirement funds to a new financial institution seamlessly and without incurring tax penalties.

What information must be reported on portable request to transfer?

Information such as the individual's name, account number, the name of the financial institution where the funds are currently held, and the details of the new financial institution must be reported on a portable request to transfer.

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