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403(b) / 457(b)Transactions/Rollovers: What paperwork do I need to submit a rollover request?

Home / FAQ / 403(b) / 457(b)Transactions/Rollovers: What paperwork do I need to submit a rollover request?

403(b) / 457(b)Transactions/Rollovers: What paperwork do I need to submit a rollover request?

By Robert Lotter
Posted May 18, 2016
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You will need to submit the rollover request transaction forms for the investment provider(s) involved in the transaction to TDS for authorization. If the investment provider does not have request forms you will need to submit a TDS transaction request form.

Robert Lotter
Robert Lotter
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403(b) / 457(b)Transactions/Rollovers: Do I need TDS to authorize the rollover?
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