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GETTING STARTED AND CONTACT
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Anything we should know?
I want the equity from Costar 401(k) account transferred into an existing 403(b) account that is in my name (Transamerica, Baptist health South Florida, Boca Raton Regional Hospital). I've uploaded the latest statement from the Transamerica account to your portal. Also of note, the final judgement has not yet been signed by the judge, so I do not currently have it in my possession. However, the Marital Settlement Agreement has been signed by both parties and the final hearing was completed this week. Please reach out to me if you have and questions. Thank you.
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