403(b) Plan Transfer/Direct Rollover Request Form

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Client Use: Yes
Literature Code: R403B-FTRAN
Format: PDF (252k)
Publication Date: 05/16
Next Update: 11/16
Use this form to transfer all or part of your 403(b) Plan from another institution to Franklin Templeton. You will also need to complete a 403(b) Plan Application, if you haven't already done so.