Cpi Crs Form 13 146 PDF Details

The CPI CRS 13-146 form is a crucial document for individuals participating in a 403(b) plan, especially those looking to navigate the complexities of a contract exchange between vendors. It serves as an official request to transfer assets from one vendor to another within the same plan, but it's important to note that this is only permissible if the target vendor has an information sharing agreement with the employer. This procedure maintains the tax-qualified status of transferred funds, avoiding potential taxation. Before any assets are moved, obtaining a voucher, as detailed in the form, is essential. The document underscores that compliance with specific regulations is key to preventing the money from becoming taxable due to unauthorized transfers. Additionally, it sheds light on possible restrictions and requirements that vendors might impose on such transactions, highlighting that not all vendors may permit transfers. The form requires the participant to provide detailed personal and contract/account information and signifies the procedural importance of accuracy in these requests. Evidently, the completion of the CPI CRS 13-146 form is a starting point that does not guarantee transfer approval, emphasizing careful planning and coordination with one's employer and vendors to successfully navigate this financial maneuver.

QuestionAnswer
Form NameCpi Crs Form 13 146
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesschool transfer form pdf, school transfer forms, transfer form school, KS

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Request for a Contract Exchange

A transfer from one vendor to another vendor within the same 403(b) plan will only be allowed if the vendor to which you wish to transfer assets has entered into an information sharing agreement with your employer. This type of transfer is also referred to as a contract exchange. To determine whether you can do a contract exchange between vendors who hold assets for this 403(b) plan, please complete the following information.

It is important that you do not transfer any assets without first obtaining a voucher. Any transfer that is made that does not comply with the regulations could cause the loss of the tax-qualified status of the money transferred to the vendor. If this happens, the money will become taxable to you.

If it is determined that a written agreement has been a voucher will be issued approving the transfer. However, some vendors may not allow transfers in and/or out of their contracts or accounts. For those vendors that allow transfers, they may require that you provide additional information. Please be aware that vendors may impose additional processing restrictions or requirements in order to do a transfer from a specific contract or account. Therefore, completion of this request does not ensure approval of the transfer.

Section A: Participant Information

Plan Name: St. Joseph School District

 

 

Plan Number: 105988

 

 

 

 

 

 

 

 

 

 

Please print clearly.

 

 

 

 

 

 

 

--

Last Name

First Name

M.I.

Social Security Number (SSN)

Date of Birth

 

 

 

 

Address

 

 

 

 

City

 

 

State

Zip Code

Is this a new address?

Yes

□ No

 

Daytime Phone Number:

 

 

When Available?

 

Evening Phone Number:

 

 

When Available?

 

In order to expedite the process, a voucher can be automatically sent to you by e-mail. Would you like the voucher e-mailed to you?

Yes

No

If yes, please provide a valid e-mail address:

Section B: Additional Contracts/Accounts

Do you have any other contracts or accounts with money under this plan with any other vendors other than those approved under your plan?

Yes No

Please list other contracts or accounts with money under this 403(b) plan with any vendors other than those approved under your plan:

(do not include any amounts from a different employer):

 

 

 

 

 

 

 

 

 

 

 

 

 

Account

 

 

 

 

 

 

 

 

 

 

Vendor Name

 

Account Number

 

Balance

 

Account Balance

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

CPI CRS Form 13-146, Revised 03/27/09

 

Page 1 of 3

 

 

 

 

Section C: Choose a Vendor

List the vendor and enter the amount you wish to transfer from one vendor to another vendor on the chart below.

You will need to complete a separate request for each transfer.

Transfer from Account

 

 

 

 

 

 

 

Vendor Name

 

Account Number

 

Total Account Balance

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Transfer to Account

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Approved Vendor Name

 

Account Number

 

Total Amount to Transfer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please Note: Your vendors may impose additional restrictions or requirements in order to receive transfer funds from a specific contract or account. Some vendors may not allow transfers. For those vendors that allow transfers, they may require that you provide additional information. Therefore, completion of this request and receipt of a voucher does not ensure you can transfer the funds as requested.

Participant Certification

I certify that the information provided in this request is true and correct to the best of my knowledge. I understand that the voucher will expire after 30 days from the date it was issued. If the voucher is not used within the 30 days, it will become invalid and it will be necessary to request a new voucher.

Printed Name

Signature

Date

Please send this request to the provided information:

CPI CRS Form 13-146, Revised 03/27/09

Page 2 of 3

CPI Common Remitter Services

4903 10th Street

P.O. Box 110

Great Bend, KS 67530

Fax (620) 792-5622

CPI CRS Form 13-146, Revised 03/27/09

Page 3 of 3

How to Edit Cpi Crs Form 13 146 Online for Free

The PDF editor can make filling out documents stress-free. It is very an easy task to manage the [FORMNAME] document. Comply with the next actions so that you can do it:

Step 1: Click the "Get Form Here" button.

Step 2: When you have entered the editing page student transfer samplespdf, you'll be able to notice all of the options intended for the file within the top menu.

The next sections are included in the PDF template you will be filling in.

CPI empty fields to consider

Jot down the details in Account Balance Date, CPI CRS Form Revised, and Page of.

CPI Account Balance Date, CPI CRS Form Revised, and Page of fields to insert

Be sure to emphasize the relevant data within the Vendor Name, Account Number, Total Account Balance, Transfer to Account, Approved Vendor Name, Account Number, and Total Amount to Transfer box.

part 3 to entering details in CPI

Feel free to specify the rights and responsibilities of the parties within the I certify that the information, Printed Name, Signature, Date, Please send this request to the, CPI CRS Form Revised, and Page of paragraph.

step 4 to finishing CPI

Step 3: Choose the Done button to save the file. So now it is available for upload to your device.

Step 4: You will need to make as many copies of the document as you can to remain away from potential worries.

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