How to Transfer From a 403b to an SEP
- 1). Look up your 403b account information. You can check either your most recent financial statement or call your financial institution to determine the account number and value.
- 2). Look up your SEP IRA information. If you are new to the job that offers the SEP IRA, contact your employer to find out your account information or how you can set up an SEP IRA.
- 3). Request a transfer of funds from your 403b account to your SEP IRA by contacting the financial institution that holds your 403b account and informing them you want the money transferred to your SEP IRA. The money will then be automatically transferred from your old account to your SEP IRA.