CPI CRS Form 13-146 PDF Details

The CPI CRS 13-146 form is the official request to transfer assets between vendors within the same 403(b) retirement plan. The transfer is only permitted if the receiving vendor has an information sharing agreement with the employer. This keeps transferred funds tax-qualified and prevents potential taxation.

What You Need Before Filing

You must obtain a voucher before any assets move. Not all vendors allow transfers, so check with your employer and both vendors first. Filing without the required voucher or without an eligible vendor can result in a denied or delayed request.

Form Fields and Information Required

The form collects your name, contract or account number, account balance as of a specified date, the approved vendor name, and the total amount to transfer. A signature and date are also required. Accuracy in every field is essential to avoid processing delays.

For related retirement documents, see the non-retirement redemption form, account transfer form, or CalPERS retirement application on FormsPal.

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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