Common Contracts
1 similar null contracts
Educators Benefit Consultants 3125 Airport Parkway, N.E. Cambridge, MN 55008 www.ebcsolutions.comMarch 29th, 2011
Type Universal Vendor Agreement (Equivalent of ISA) ProcedureRepresentative is defined as the investment provider’s local representative or the employee if the employee is self administering his/her 403(b) Plan. Transfer 1. Representative shall complete appropriate forms to move the funds. 2. If signature is required by Plan Sponsor, Representative should complete “Transaction Processing Form” and submit to EBC for signature. 3. EBC shall provide Representative with copy of UVA signed by the company that is receiving the funds. 4. EBC shall return signed copy of form to Representative. 5. Representative shall submit paperwork to appropriate investment provider. 6. Representative shall inform EBC when transfer is complete. 7. EBC shall enter transfer into the ACS software system. Move funds from one plan into another. YES Example• Transfer funds from previous employer’s plan to current employer’s plan• Transfer funds from inactive vendor to active/approved vendor Exchange Move fu
