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Get Lincoln 403b Rollover Form

Hange of your 403(b) annuity or custodial account assets to the 403(b) annuity contract or the 403(b)(7) custodial account in the Lincoln Alliance program. Throughout this form, the term transfer is used to describe the tax-free total or partial exchange of one account for another based on the final 403(b) regulations published on July 26, 2007. NOTE : Information about the timing of your transfer Transfers from a Lincoln Financial Group (Lincoln1) annuity contract to the investment opt.

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