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Glue DIRECT ROLLOVER DELIVERY INSTRUCTIONS For Individuals PLAN PARTICIPANTS: Complete this form and give it to your Employer/Plan Administrator/Plan Trustee TO: Employer/Plan Administrator/Plan Trustee

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What is direct rollover delivery instructions?

Direct rollover delivery instructions provide details on how to transfer retirement funds from one account to another without tax consequences.

Who is required to file direct rollover delivery instructions?

The individual or institution initiating the rollover is required to file direct rollover delivery instructions.

How to fill out direct rollover delivery instructions?

Direct rollover delivery instructions can be filled out by providing essential information such as account numbers, financial institution details, and transfer amounts.

What is the purpose of direct rollover delivery instructions?

The purpose of direct rollover delivery instructions is to facilitate the seamless transfer of retirement funds between accounts.

What information must be reported on direct rollover delivery instructions?

Direct rollover delivery instructions must report details of the accounts involved, the amount to be transferred, and any necessary identifying information for the financial institutions.

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