Instructions (print version)
Check your employer's plan details to determine if this option is available in your plan.
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Toll-free TPA phone assistance 855-464-6928
- Select Manage Investments (in header or below dollar amount).
- Click on Exchanges/Rollovers.
- In the dropdown box, select Rollover Into Plan.
- Enter account information from the account you are rolling into 403b account.
- Select Submit and then “I AGREE”.
- Place cursor on Documents and select Reports/Letters.
- Click on the arrow by Reports /Letters Group. Print the Approval Letter and send it to the provider along with the provider’s rollover form.
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