Get Transfer To Purchase Service Credit Form - Hampton

Filling out the Transfer to Purchase Service Credit Form is a crucial step for users seeking to transfer assets to a defined benefit plan. This guide provides a clear, step-by-step approach to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Use the ‘Get Form’ button to obtain the Transfer to Purchase Service Credit Form and open it in your preferred online editor.
2. In Section 1: Participant Information, fill in all required fields including your full name, Social Security number, date of birth, marital status, contact information, and mailing address.
3. Move to Section 2: Defined Benefit Plan Information. Provide the name of the defined benefit plan, the name of the employer maintaining that plan, the phone number of the trustee or custodian, and the mailing address where checks should be sent.
4. In Section 3: Transfer Request, specify the dollar amount you wish to transfer. Choose the reason for the transfer by checking the appropriate box, and select your preferred payment date.
5. In Section 4: Eligibility Confirmation, confirm your eligibility for the transfer. You can do this by either attaching documentation from the defined benefit plan or obtaining a signature from an authorized representative from that plan.
6. Proceed to Section 5: Participant Signature. Sign and date the form to validate your request.
7. Complete Section 6: Employer Authorization. Ensure that an authorized employer official signs this section to confirm your eligibility to transfer assets.
8. Once you have filled out all sections of the form, save your changes. You may then choose to download, print, or share the completed form as needed.

Begin completing your Transfer to Purchase Service Credit Form online today to ensure a smooth asset transfer process.