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Lincoln Alliance Change of Broker Form

Lincoln Alliance Change of Broker Form

Use a Lincoln Alliance Change Of Broker Form template to make your document workflow more streamlined.

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Video instructions and help with filling out and completing Lincoln Alliance Change Of Broker Form

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Instructions and help about Lincoln Alliance Change Of Broker Form

hey guys in this video we're talking all about how to transfer your 403b account to somewhere else now if you have not done a 43 transfer before it can be a real pain you know what in this video i'm going to give you the steps that you need to take in order to make this transition as smooth as possible now your experience is really going to depend on the current 43 week carry that you have because some of these carriers make it really really difficult to move the assets out they don't want to let go of the control of your money and oftentimes they forget that it is your money so here's the steps you need to take in order to make this transition as smooth as possible so step one before you move any money is to make sure that you're eligible to do so so now depending on the 43b that you currently have you may not be eligible to move it to somewhere else without getting hit with penalties so if your 43b account is within an annuity or a tsa plan and

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