Complete and submit this form to perform a Direct Rollover:403(b) Direct Rollover form (pdf)
Complete and submit this form to perform a Contract Exchange or a Plan-to-Plan Transfer from another 403(b):Incoming Contract Exchange or Plan-to-Plan Transfer.
If you need more information before deciding to rollover or transfer assets, then read more about the advantages and eligibility. In addition, please feel free to call 1-888-98-GUIDE (1-888-984-8433) or email us.