How you complete a 403b IRA rollover will be determined by the type of rollover that you’re initiating. In general, there are two different types of rollovers – indirect and direct.

The good news is that completing a 403b IRA rollover process is a direct rollover rather straightforward – contact the manager of the account into which the rollover funds will be received (sometimes called the target IRA) and complete the paperwork they give you. The target IRA rollover account manager contacts the manager of your existing IRA, and between the two of them, they complete the 403b IRA rollover. (more…)