When transferring a non-qualified Annuity to a new Equis carrier Index Annuity, you will need to use a 1035 Exchange Form.
With IRA Transfer of Assets, there is no limit to how many times this can be done within a year.
What is considered to be one of the more common types of annuity sales?
IRA Rollover (401K to an IRA)
Fixed Indexed Annuities
When moving a 403(b) from one account to another at the client's current employer, a representative of the 403(b) will have to sign off on the transfer AND the accepting custodian must also sign a form stating acceptance.