Trustee to trustee transfer out of icma rc form 2026

1. Click ‘Get Form’ to open the Trustee-to-Trustee Transfer to ICMA Retirement Corporation Form in our editor.
2. Begin by completing Section 1 with your personal information, including your name, Social Security number, and contact details.
3. 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.
4. For Section 3a, indicate the type of account you are transferring from. Ensure that all required fields are filled accurately.
5. 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.
6. 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.
7. If required, obtain a signature guarantee in Section 7 before submitting your completed form via mail using the provided envelope.

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