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When attempting this type of transfer I always include a letter with wording from my CPA or benefit plan specialist that makes very clear my intentions, just in case I get the form screwed up. Filling in forms is not my strong suit, but I can usually articulate my needs adequately in a letter. I have never had a problem with this way, even if an error occured (people handle these things), my backup paperwork clarifies the situation and any mistakes are corrected pronto. So far, anyway.
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