Experience closing Security Benefit 403b account?
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- Joined: Fri May 19, 2017 8:01 am
Experience closing Security Benefit 403b account?
My new employer doesn't have Security Benefit as its 403b provide, so I'm moving my money to Fidelity 403b. Fidelity is not able to pull my money directly from Security Benefit. So now one option is to complete a 7 page long form to close my SB account that requires Fidelity's signature and notarization. So I'm wondering if anyone had experience closing a SB account before and is the form the only way to go? TIA!