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FSA 102FI - Request to Transfer Funds 5-09 doc

FSA 102FI - Request to Transfer Funds 5-09 doc 2025

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The document is a request form for transferring funds from an existing life insurance or annuity contract to First SunAmerica Life Insurance Company. It includes sections for personal information, details of the contracts to be transferred, types of withdrawals, and the nature of the transfer. The form outlines the assignment of rights and responsibilities related to the contracts being transferred, as well as signatures required from the contract owner and any joint owners or beneficiaries. It also provides instructions for acceptance and mailing of checks.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How does an EFT work?

Funds are normally transferred for purposes of financial planning, to take advantage of better investment rates, to make payments for goods or services, to bring up the required balance of another account, to gift someone or an organization, or to save money, among other reasons.

What does funds transfer mean?

A funds transfer can generally be described as a series of payment instruction messages, beginning with the originators (sending customers) instructions, and including a series of further instructions between the participating institutions, with the purpose of making payment to the beneficiary (receiving customer).

How to transfer FSA funds?

Generally no, the Health Care FSA (HCFSA), Limited Expense Health Care FSA (LEX HCFSA) and Dependent Care FSA (DCFSA) are separate accounts, and money cannot be transferred between or among them.

What is a funds transfer request?

A Funds Transfer Request may be a request for a Book Transfer, a transfer to your account at another financial institution or a transfer to a third partys account at Bank or another financial institution.

What is the purpose of a fund transfer?

An electronic funds transfer (EFT), or direct deposit, is a digital money movement from one bank account to another. These transfers take place independently from bank employees. As a digital transaction, there is no need for paper documents.