Get the free Authorization for Direct Rollover (SERS-254) - Pennsylvania State...
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COMMONWEALTH OF PENNSYLVANIASTATE EMPLOYEES RETIREMENT SYSTEM 30 NORTH THIRD STREET, SUITE 150 HARRISBURG, PA 171011716 18006335461 www.sers.pa.govAs beneficiary of a SEES deceased member/annuitant
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What is authorization for direct rollover?
Authorization for direct rollover is a form that allows an individual to transfer funds from one retirement account to another without tax consequences.
Who is required to file authorization for direct rollover?
The account holder or the individual requesting the rollover is required to file the authorization for direct rollover.
How to fill out authorization for direct rollover?
The authorization for direct rollover form must be completed with accurate information regarding the accounts involved and the desired transfer amount.
What is the purpose of authorization for direct rollover?
The purpose of authorization for direct rollover is to facilitate the tax-free transfer of funds between retirement accounts.
What information must be reported on authorization for direct rollover?
The authorization for direct rollover form typically requires details about the account holders, account numbers, and transfer amounts.
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