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Principal Life Insurance Company Des Moines, IA 50306-9394 1-800-986-3343 www.principal.com Principal Advantages Rollover Declaration A member of the Principal Financial Group CD 01314 Follow the
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What is rollover declaration form?
The rollover declaration form is a document used to report the transfer of funds from one retirement account to another without incurring taxes or penalties.
Who is required to file rollover declaration form?
Individuals who are rolling over funds from one retirement account to another are required to file the rollover declaration form.
How to fill out rollover declaration form?
The rollover declaration form can be filled out by providing personal information, details of the original account, and the receiving account, along with the amount being transferred.
What is the purpose of rollover declaration form?
The purpose of the rollover declaration form is to notify the IRS of the transfer of funds between retirement accounts to ensure that taxes are not triggered.
What information must be reported on rollover declaration form?
The rollover declaration form must include personal information, details of the original account, receiving account, and the amount transferred.
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