Get Rctrustee

Filling out the Rctrustee form online is a crucial step for individuals looking to initiate a trustee-to-trustee transfer from an ICMA Retirement Corporation plan to another eligible retirement plan. This guide offers clear, detailed instructions to help you navigate each section of the form effectively, ensuring all necessary information is accurately provided.

Follow the steps to complete the Rctrustee form accurately

1. Press the ‘Get Form’ button to obtain the Rctrustee form and open it for completion in your online editor.
2. In Section 1, Personal Information, carefully enter your full name, social security number, date of birth, and contact numbers. Ensure that all entries are correct to avoid processing delays.
3. In Section 2, Transfer Out Of ICMA-RC Account, provide the Employer Plan Number and Employer Plan Name for the account you intend to transfer out. Select whether you are transferring from an ICMA-RC 457 plan or an ICMA-RC 401 plan by checking the appropriate box.
4. Proceed to Section 3, Transfer To Other Provider. Specify the type of account you are transferring to and provide the trustee or custodian’s details for the recipient plan. Make sure to include the phone number and address of the recipient.
5. In Section 4, Transfer Amount, indicate whether you wish to transfer the total account balance or a specific partial amount. If transferring part of the account, include a separate sheet with specific fund withdrawal instructions if needed.
6. For 401 plan participants, if you have after-tax contributions, specify the percentage to be transferred. If left blank, the system will default to transferring 100% of the after-tax contribution.
7. In Section 5, sign and date the form. If you are married and transferring from a 401 plan, your spouse’s signature is needed to authorize the waiver of the waiting period and their acknowledgment of potential consequences.
8. Finally, in Section 6, if necessary, ensure your employer completes the authorization confirming your eligibility to transfer out. This step may not be needed if ICMA-RC has already received notification of your termination.
9. Once all sections are completed, save your changes to the form. You can then download, print, or share the completed form as needed.

Prepare and submit your Rctrustee form online today to ensure a smooth transfer process.