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403b Roll-In Instructions

Instructions

Check your employer's plan details to determine if this option is available in your plan.


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  1. Select Request Transactions.
  2. A menu will appear below the tabs. Select the Exchanges/Rollovers In/Transfers in the new menu.
  3. Select Rollover into Plan.
  4. Type in the name of the provider you are rolling money from and the account number.
  5. Select Submit.
  6. Place cursor on Documents and select Reports/Letters. Print the certificate in the Reports tab and send it, along with the provider's form, to the provider.
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