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Get Pacific Life Transfer Exchange Form
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How to fill out the Pacific Life Transfer Exchange Form online
Filling out the Pacific Life Transfer Exchange Form online is a straightforward process that allows you to transfer or exchange funds into an annuity contract at Pacific Life. This guide provides step-by-step instructions to help you accurately complete the form.
Follow the steps to successfully complete the Pacific Life Transfer Exchange Form
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling out the general information section. Provide the owner's name, Social Security number or Tax Identification number, and existing Pacific Life annuity contract number if applicable. If there are joint or contingent owners, include their names and Social Security numbers.
- Complete the surrendering company section by indicating the full name, street address, and telephone number of the surrendering company, along with the surrendering company’s contract/account number.
- Proceed to the transfer request section. You need to complete one of the subsections based on your request: A) Nonqualified Assets for a 1035(a) Tax-Free Exchange, B) Authorization for Transfer of Assets from a Mutual Fund or Certificate of Deposit, or C) Qualified and 457(b) Governmental Assets for a Transfer/Direct Rollover. Be sure to specify whether you are requesting a full or partial transfer and detail the amount or percentage to be liquidated.
- If you are transferring assets into a TSA/403(b), complete the Employer’s/Third-Party Administrator’s information and authorization section. Ensure a representative from your employer or administrator signs this section to authorize the transfer.
- Fill out the registered representative information section with their name and contact details.
- Finally, ensure that the owner(s) sign and date the authorization section. If there is joint ownership, both owners must sign the form.
- Once all sections are complete and signed, you can save changes, download, print, or share the form as needed.
Complete your documents online to facilitate your transfer or exchange process.
You can reach Pacific Life Annuity Services at 1-800-347-7787 for assistance. Their customer service representatives can provide you with detailed support regarding annuity products, processes, and the Pacific Life Transfer Exchange Form. It's always a good idea to have direct access to expert advice when navigating your financial options.