FBC 403(b) Exchange Authorization Form
     FBC 403(b) Exchange Authorization Form

 

Participants desiring to exchange or to transfer funds from an existing 403(b) account to an approved vendor (investment provider) 403(b) account should use this form.  This form provides only the authorization to both the sending and receiving investment providers that the exchange or transfer is permitted.  both investment providers will likely require their own Transfer or Exchange paperwork to be completed in order to process the authorized request.


Fax the completed form to (800) 597-8206.

 

For questions concerning this form please contact National Benefit Services, LLC at 1-800-274-0503 ext. 5.