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DCP Beneficiary Designation Form FAX COMPLETED FORMS TO: (714) 2584185Submission of this form indicates your intent to designate or change the beneficiaries on your SchoolsFirst FCU 457(b) DCP Share

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How to fill out dcp incoming transferrollover form

01

Obtain the DCP incoming transfer/rollover form from your plan administrator or HR department.

02

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

03

Specify the amount you wish to transfer or rollover from your previous DCP account.

04

Provide details of your previous DCP account, including the account number and the name of the financial institution.

05

Sign and date the form to authorize the transfer/rollover.

06

Submit the completed form to your plan administrator for processing.

Who needs dcp incoming transferrollover form?

01

Employees who are looking to transfer or rollover funds from their previous DCP (Deferred Compensation Plan) account to a new account.

02

Individuals who are changing jobs or retiring and want to consolidate their retirement savings into one account.

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What is dcp incoming transferrollover form?

DCP incoming transferrollover form is a document used to transfer funds from one retirement account to another without triggering a taxable event.

Who is required to file dcp incoming transferrollover form?

Individuals who are transferring funds from one DCP account to another DCP account are required to file the dcp incoming transferrollover form.

How to fill out dcp incoming transferrollover form?

To fill out the dcp incoming transferrollover form, you will need to provide information about the transferring and receiving DCP accounts, along with any relevant personal information.

What is the purpose of dcp incoming transferrollover form?

The purpose of dcp incoming transferrollover form is to facilitate the transfer of funds between DCP accounts without incurring taxes.

What information must be reported on dcp incoming transferrollover form?

The dcp incoming transferrollover form must include details about the transferring and receiving DCP accounts, as well as the amount of the transfer.

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