Your Accounts

Transfer Funds

You may transfer some or all of your existing retirement balances between providers by following the below instructions.

  • Choose your provider(s) from the list of authorized providers and make your investment fund selections.
  • Complete a Transfer Verification Form for each provider surrendering or receiving funds.
  • Contact the receiving provider's representative and your Benefits Office for processing.

NOTE: If you want to direct future retirement contributions to a new provider, please click on the appropriate Enroll/Change link.


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