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ARIZONA STATE RETIREMENT SYSTEM (ASKS) DIRECT ROLLOVER/TRANSFER CERTIFICATION TO PURCHASE SERVICE CREDIT INSTRUCTIONS Phoenix (602) 240-2000 Tucson (520) 239-3100 Toll-Free (800) 621-3778 Fax (602)

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What is direct rollover/transfer certification?

Direct rollover/transfer certification is a form that allows individuals to move funds from one retirement account to another without incurring taxes or penalties.

Who is required to file direct rollover/transfer certification?

Individuals who are transferring funds from one retirement account to another are required to file direct rollover/transfer certification.

How to fill out direct rollover/transfer certification?

Direct rollover/transfer certification can typically be filled out online or by contacting the administrator of the retirement account.

What is the purpose of direct rollover/transfer certification?

The purpose of direct rollover/transfer certification is to ensure that funds are being transferred between retirement accounts in a tax-efficient manner.

What information must be reported on direct rollover/transfer certification?

Direct rollover/transfer certification typically requires information about the accounts involved, the amount being transferred, and the reason for the transfer.

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