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OMNI® 403(b) PLAN TRANSACTION SELECTION ASSISTANT


Select the option below which best describes your situation:

I am seeking to withdraw funds from my 403(b) plan.
I am seeking to move my money (to an IRA, 401(k), etc).
I have not switched employers, but wish to move money from my current 403(b) Service Provider to another 403(b) Service Provider.
I am seeking to move money from another plan type (IRA, 457, or 401(a), etc) into my current employer’s 403(b) Plan.
I am seeking to move money from my former employer’s 403(b) Plan to my current employer’s 403(b) Plan.
As part of a divorce, I am to receive/distribute 403(b) assets.
The Plan Participant has died and I am seeking a distribution from his/her 403(b) account.
I am seeking to take my Required Minimum Distribution.
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