If an eligible rollover distribution is processed from your 403(b) plan account, you will receive a Form 1099-R reporting the distribution and you will need to reflect the rollover on your tax return.
If you would like more options for RMD withdrawal, please complete the RMD form, available on the Lincoln web site, before electing a rollover. Contract exchange A contract exchange is only available to 403(b)
Use this form to request a rollover distribution from your 401(a), 401(k), 403(b) or 457(b) governmental employer plan. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF). If you need more room for information, use a copy of the relevant page.
Each employer sponsors their own 403(b) plan. (IE: a group of hospitals, each has their own retirement plan) You transfer employment from one employer to another employer within this group.
pdf for "lincoln financial 403b rollover form".(Page 1 of about 17 results)