Am I able to rollover funds into my annuity?

< 1 min read

Yes, but you are limited to United Brotherhood of Carpenters and Joiners of America Sponsored Retirement Plans (UBC Plans). You must apply with the related UBC Plan, elect a direct rollover, and you and the Plan Representative of the UBC Plan must sign the completed Rollover Contributions Form. Please contact the Retirement Service Office to receive this form.

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