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Get the free 403(b) Contract Exchange/Rollover Form

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PrintPlease remember to sign form after printing.Clear Form403(b)(7) Contract Exchange/Transfer/Rollover Form Use this form to request a contract exchange, plan to plan transfer, or direct rollover
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How to fill out 403b contract exchangerollover form

01
Obtain a copy of the 403b contract exchange/rollover form from your financial institution or plan provider.
02
Fill out your personal information including name, address, social security number, and account number.
03
Indicate the amount you wish to rollover or exchange from your current 403b account.
04
Provide the necessary information for the receiving financial institution or plan provider.
05
Sign and date the form, and make a copy for your records before submitting it.

Who needs 403b contract exchangerollover form?

01
Employees who are looking to transfer funds from one 403b account to another
02
Individuals who are changing jobs and want to rollover their 403b account to a new employer's plan
03
Those who are retiring and want to move their 403b assets to a different retirement account
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The 403b contract exchangerollover form is a document used to facilitate the transfer of funds from one 403(b) retirement account to another, allowing the individual to rollover their retirement savings without incurring taxes or penalties.
Individuals who wish to transfer their funds from one 403(b) account to another are required to file the 403b contract exchangerollover form.
To fill out the 403b contract exchangerollover form, you need to provide your personal information, account numbers, the amount to be transferred, and any additional required details as specified by the financial institution handling the rollover.
The purpose of the 403b contract exchangerollover form is to officially document and authorize the transfer of funds between 403(b) accounts, ensuring compliance with IRS regulations and facilitating the movement of retirement savings.
The information that must be reported includes the account holder's personal information, the details of the originating account, the receiving account information, and the amount being rolled over.
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