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Can I transfer a Qualified plan into an existing Qualified contract?

April 26, 2017contract existing Plan qualified transfer

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Can I transfer a Qualified plan into an existing Qualified contract?

1 Answer

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• Transfer/Rollover of Tax-Qualified Plan Assets or Distribution of Employer Plan Assets form • IRC Section 1035 Non-Qualified Tax Free Exchange Form • State Replacement Form if applicable • Surrendering companies may require their own surrender forms prior to transfer.