Get Company To Company Transfer Form

This guide provides a detailed walkthrough of the Company To Company Transfer Form, designed to assist users in completing the form efficiently online. By following these instructions, you can ensure that your transfer requests are processed smoothly.

Follow the steps to complete the transfer form online:

1. Press the ‘Get Form’ button to access the form and open it in an online editor.
2. Fill out Section 1, Participant Information. Enter your name exactly as reported to your payroll office, your Social Security Number (SSN), and your contact details, including your home and work phone numbers and email address.
3. Indicate your gender by selecting the appropriate checkbox for male or female. Fill in your date of birth.
4. Acknowledge the note regarding fees for transferring balances and initial in the provided space to confirm your understanding. Answer whether you have an outstanding Deferred Compensation loan obligation with the old investment provider by checking 'Yes' or 'No'.
5. In Section 2, Requested Action, select the appropriate action by initializing one box only, either 'Transfer/Replacement' or 'Transfer Only'.
6. Proceed to Section 3, Transfer Total(s) and Investment of Transferred Amount(s). Specify the amount you want to transfer, either ALL, a percentage, or a specified dollar amount, along with their respective old and new investment providers.
7. Indicate how you would like the transferred money to be invested upon receipt by the new investment provider by specifying the investment products and their allocations.
8. Finally, sign and date the form to confirm that you understand the information provided. Ensure the deferred compensation specialist also signs and dates the form.

Complete your Company To Company Transfer Form online today to ensure a seamless transition of your deferred compensation.