Get the free Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Serv...
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This form is used by members of the Oklahoma Police Pension and Retirement System to request a transfer of funds from eligible retirement plans for the purpose of purchasing credited service, specifically
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How to fill out trustee-to-trustee transfer form for
How to fill out Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)
01
Obtain the Trustee-to-Trustee Transfer Form from your retirement plan administrator or download it from the relevant website.
02
Fill in your personal information, including your name, address, and social security number at the top of the form.
03
Indicate the type of transfer by checking the appropriate box that specifies this is for the Purchase of Credited Service for Military Service under USERRA.
04
Provide details about the receiving trustee, including the name, address, and phone number of the new trustee overseeing your retirement account.
05
Specify the amount of funds to be transferred and indicate the original retirement plan from which the funds are being transferred.
06
Include any necessary documentation that supports your military service and eligibility to purchase credited service.
07
Review the completed form for accuracy and completeness before submitting.
08
Sign and date the form to authorize the transfer.
Who needs Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
01
Service members who have had military service and are looking to purchase credited service within their retirement plan under USERRA.
02
Employees who are eligible under USERRA provisions and wish to reinstate or enhance their retirement benefits related to military service.
03
Individuals transitioning from military service back to civilian employment and wishing to ensure that their military time counts towards their retirement.
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What is Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
The Trustee-to-Trustee Transfer Form for Purchase of Credited Service under USERRA allows eligible individuals to transfer retirement funds from one trustee to another to purchase credited military service time without incurring tax penalties.
Who is required to file Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
Eligible individuals who wish to purchase credited service for their military service under the Uniformed Services Employment and Reemployment Rights Act (USERRA) are required to file this form.
How to fill out Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
To fill out the form, individuals must provide personal information, details about the retirement accounts involved, and specify the amount to be transferred. It's essential to ensure all sections are completed accurately to avoid delays.
What is the purpose of Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
The purpose of the form is to facilitate the direct transfer of retirement funds to purchase credited service for military time, ensuring that individuals can maintain their retirement benefits without tax penalties or disruptions.
What information must be reported on Trustee-to-Trustee Transfer Form for Purchase of Credited Service (for Military Service under USERRA)?
The form requires personal identification details, information about both the transferor and transferee retirement accounts, the specific amount to be transferred, and any additional information requested by the trustees.
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