Get Fbc Outgoing Exchange Form

Filling out the Fbc Outgoing Exchange Form online is a straightforward process that allows you to request an exchange of funds from your Nationwide 403(b) account to an approved vendor. This guide will provide you with detailed instructions on each section of the form to ensure a smooth completion.

Follow the steps to completely fill out the Fbc Outgoing Exchange Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the designated editor.
2. Enter your employee information in the first section. Begin with your full name, school district, marital status (select either married or single), mailing address including city, state, and zip code, home phone number, date of birth, and social security number.
3. Specify the amount of withdrawal. You can select either total withdrawal (all funds and all sources) or partial withdrawal. If selecting partial, indicate which plans the funds will be withdrawn from, filling in each corresponding fund ID and amounts.
4. Provide the receiving vendor information. Contact the financial institution to ensure that you have the correct address and that they can accept the funds. Fill in the name of the financial institution, the attention of the contact person, the financial institution's address, and the plan/account number.
5. Indicate the delivery method for the funds. Choose between US Mail (the default method), overnight delivery (note that an additional fee will apply), or wire transfer (also with a fee). If choosing wire, ensure you add the institution's information and attach a voided check or deposit slip.
6. Sign off on the exchange by acknowledging that you request and consent to the exchange. Sign your name in the employee signature box and date it.
7. After completing all sections, be sure to save your changes. You can then download, print, or share the completed form as needed, and forward only the second page of the form to National Benefit Services for processing.

Complete your online forms efficiently and securely.