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Trustee to trustee transfer out of icma rc form 2026
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How to use or fill out trustee to trustee transfer out of icma rc form
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- Click ‘Get Form’ to open the Trustee-to-Trustee Transfer to ICMA Retirement Corporation Form in our editor.
- Begin by completing Section 1 with your personal information, including your name, Social Security number, and contact details.
- In Section 2, specify the account type you are transferring to (either a 457 Plan or a 401 Plan) and provide the corresponding account number and employer's name.
- For Section 3a, indicate the type of account you are transferring from. Ensure that all required fields are filled accurately.
- In Section 3b, choose whether you want to transfer the total balance or a specific amount. If partial, list the funds and their respective amounts.
- Complete Sections 4 and 5 for investment allocation preferences and sign in Section 6. Make sure your current employer authorizes the transfer in Section 6.
- If required, obtain a signature guarantee in Section 7 before submitting your completed form via mail using the provided envelope.
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