Get Transfer Form School

Completing the Transfer Form School online is an essential step for users looking to transfer their assets between vendors within the same 403(b) plan. This guide provides step-by-step instructions to ensure that the process is clear and straightforward.

Follow the steps to complete the Transfer Form School online.

1. Click the ‘Get Form’ button to access the Transfer Form School and open it in your preferred online editor.
2. Fill in Section A with your participant information. Clearly print your last name, first name, middle initial, social security number (SSN), and date of birth. Also, provide your current address, including city, state, and zip code. Indicate whether this is a new address by selecting 'Yes' or 'No'. Enter your daytime and evening phone numbers along with the times they are available.
3. If you wish to expedite the process, indicate whether you would like the voucher e-mailed to you. Select 'Yes' or 'No' and provide a valid e-mail address if the answer is 'Yes'.
4. In Section B, answer whether you have any other contracts or accounts within the plan with other vendors. Select 'Yes' or 'No'. If you select 'Yes', list the names, account numbers, and balances of other contracts along with the respective dates.
5. Move to Section C to choose a vendor. List the vendor names and account numbers you wish to transfer from, along with the amounts. You will need to complete a separate request for each transfer. Then, list the approved vendor names and account numbers you are transferring to, and enter the total amount you wish to transfer.
6. In the Participant Certification section, confirm that all information you provided is accurate, then print your name, sign, and date the form.
7. After completing the form, you can save your changes, download a copy, print the form, or share it as needed.

Get started by filling out your Transfer Form School online today!