Distributions: when sending the service provider's forms to The OMNI Group, attach proof of your
date of birth (a copy of your driver's license will suffice) and/or your date of separation from service
(Deborah Shoup at 262-5537 can provide you with this)
· Transfers, Exchanges, or Rollovers:
Forms required for moving your annuity investments between providers:
o Old Provider – you will always need a form from the old annuity provider that will allow you
to "transfer out" money to a new provider.
o New Provider – some new providers will also have forms that you will need to fill out to
"transfer in" from an old provider.
o Both of these forms will require signatures –
§ Of the Third Party Administrator (the OMNI Group) who approves the transfer and evaluates whether or not it is allowed per the 403b plan document,
§ Of the representative of your current investment provider (i.e., MetLife, ING, or 403(b)ASP),
§
Your current representative should be facilitating this paperwork and advising you about the signatures required and whether the old provider will accept faxed copies OR will require ORIGINAL signatures on the paperwork. If the old providers require original signatures, you should over-night the documents to the OMNI Group with instructions that the providers require "original documents." The over-night address for The OMNI Group is noted below.
IF the forms don't require ORIGINAL signatures, you may fax them directly to The OMNI Group at 585-756-5557. The OMNI Group's customer service number is 877-544-6664.
The OMNI Group will require 14 days to process these requests. ALWAYS KEEP A COPY OF SUBMITTED PAPERWORK FOR YOUR FILES. Qustions? Call deborah Shoup at 262-5537.
