Get the free 403b7 Transfer Request Form - John Hancock Investments

Reset Form 403(b)(7) transfer request Please print in all CAPITAL LETTERS and use black ink. Use this form to request the transfer of assets from your John Hancock 403(b)(7) or Texas ORP account to

How to fill out 403b7 transfer request form

How to fill out a 403b7 transfer request form:

1. Begin by carefully reading the instructions provided with the form. Familiarize yourself with the purpose of the form, any specific guidelines, and the information required.
2. Gather all necessary documentation, such as your identification, current account statements, and any supporting materials requested by the form. Make sure they are readily accessible to complete the form accurately.
3. Start at the top of the form by providing your personal information, including your name, address, contact details, and social security number. Ensure that the information is accurate and up to date.
4. Proceed to the next section, which may require you to provide information about your current 403b7 account. This may include the name of the financial institution holding the account, the account number, and the approximate balance. Double-check this information to avoid any mistakes.
5. The form may have a section dedicated to specifying the new financial institution where you want to transfer your 403b7 account. Provide the name of the institution, their contact information, and any other requested details accurately.
6. Some transfer request forms may include a section to choose the types of investments you want in your new account. Select the appropriate investment options based on your financial goals and risk tolerance, considering the available choices provided.
7. Check if the form requires a signature or any additional documentation, such as a copy of your license or a beneficiary designation form. Ensure you have completed any additional requirements as outlined in the instructions.
8. Review all the information you entered on the form to make sure everything is accurate and complete. Mistakes or missing information can delay the transfer process or create confusion.
9. If necessary, make a copy of the completed form for your records before submitting it to the appropriate entity. Retaining a copy can be helpful in case there are any issues or discrepancies in the future.

Who needs a 403b7 transfer request form?

1. Employees who are eligible for a 403b7 retirement plan and wish to transfer their existing account to another financial institution may need to fill out a 403b7 transfer request form.
2. Individuals who have changed jobs and want to consolidate their retirement savings by transferring their previous 403b7 account into their new employer's retirement plan or a different financial institution may require this form.
3. Those who have multiple 403b7 accounts or wish to consolidate their retirement savings into a single account may need to complete this form to initiate the transfer process.

Remember, it is always advisable to consult with a financial advisor or the respective plan administrator if you have any questions or need assistance in filling out the 403b7 transfer request form.

For pdfFiller’s FAQs

What is 403b7 transfer request form?

The 403b7 transfer request form is a document used to transfer funds from one 403(b) retirement account to another.

Who is required to file 403b7 transfer request form?

Anyone looking to transfer funds between two 403(b) retirement accounts is required to file the 403b7 transfer request form.

How to fill out 403b7 transfer request form?

To fill out the 403b7 transfer request form, you need to provide information about your current 403(b) account, the account you want to transfer funds to, and details about the transfer.

What is the purpose of 403b7 transfer request form?

The purpose of the 403b7 transfer request form is to facilitate the transfer of funds between 403(b) retirement accounts.

What information must be reported on 403b7 transfer request form?

The 403b7 transfer request form must include information about the account holder, account numbers, amount to be transferred, and any relevant instructions for the transfer.

How can I send 403b7 transfer request form to be eSigned by others?

When your 403b7 transfer request form is finished, send it to recipients securely and gather eSignatures with pdfFiller. You may email, text, fax, mail, or notarize a PDF straight from your account. Create an account today to test it.

How do I fill out the 403b7 transfer request form form on my smartphone?

You can easily create and fill out legal forms with the help of the pdfFiller mobile app. Complete and sign 403b7 transfer request form and other documents on your mobile device using the application. Visit pdfFiller’s webpage to learn more about the functionalities of the PDF editor.

Can I edit 403b7 transfer request form on an Android device?

You can make any changes to PDF files, such as 403b7 transfer request form, with the help of the pdfFiller mobile app for Android. Edit, sign, and send documents right from your mobile device. Install the app and streamline your document management wherever you are.