403(b) PLAN DISBURSEMENT REQUEST FORM for Conejo Valley Unified School District [Thousand Oaks, CA]
TRANSACTION TYPE: Rollover
Movement of funds to a 403(b) account from any other type of account such as an IRA, 401(k), 401(a), etc. For more details, please visit our Transaction Information page or contact OMNI.
Step 1 of 3: Supply Information
Step 2 of 3: Confirm Entries
Step 3 of 3: Submission Confirmation
- Please supply the information requested below.
- Read all agreements on the form before submitting.
- Fields having an asterisk notation are required.
- The tracking number for your request is .
- We will review your request and advise.