EmployEE CoNTRACT EXCHANGE AND plAN To plAN TRANSFER ... 2026

1. Click ‘Get Form’ to open the EmployEE CoNTRACT EXCHANGE AND plAN To plAN TRANSFER ... in the editor.
2. Begin by filling out the 'Plan INFORMATION' section. Enter your Plan number and Employer Name as found on your quarterly statement.
3. In the 'ACCOUNT HOLDER INFORMATION' section, provide your full name, Social Security Number (SSN), address, and daytime phone number.
4. Specify the 'WITHDRAWAL AMOUNT'. Choose whether to withdraw 100% of your account or a portion. If opting for a portion, indicate the specific dollar amount or percentage from each source.
5. Complete the 'WITHDRAWAL ELECTIONS FOR NON ROTH ACCOUNTS' and/or 'Roth ACCOUNT' sections based on your account type. Ensure you select either Exchange or Plan to Plan Transfer as applicable.
6. If applicable, fill out the 'OUTSTANDING LOAN INFORMATION' section regarding any loans associated with your account.
7. Provide payment instructions in the 'EXCHANGE / TRANSFER PAYEE INSTRUCTIONS' sections for both Non Roth and Roth accounts, including custodian details and mailing instructions.
8. Finally, ensure all required signatures are completed in the 'ACCOUNT HOLDER AUTHORIZED SIGNATURE AND CERTIFICATION' section before submitting.

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