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Vermont Higher Education Investment Plan (VH EIP)
Rollover of Funds Form
Use this form to rollover funds into a Plan Account
Questions? Call toll-free 1-800-637-5860 P.O. Box 8101, Boston, MA 02266-8101
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How to fill out rollover form - vheip
How to fill out rollover form - vheip:
01
Gather all necessary information and documents required for the form, such as your personal identification details, previous plan information, and beneficiary information.
02
Read the instructions provided with the form carefully to understand the requirements and guidelines for filling it out correctly.
03
Start by entering your personal information, including your name, contact details, and Social Security number.
04
Provide details about your previous plan, such as the name of the plan administrator, account number, and any other necessary information.
05
Indicate the type of rollover you wish to make, whether it is a direct rollover or a trustee-to-trustee transfer.
06
Include your preferred investment options for the rollover funds, if applicable, and follow any additional instructions regarding investment selection.
07
If you wish to designate a beneficiary, fill out the beneficiary section with their information and specify the percentage or amount they will receive.
08
Review the completed form to ensure all information is accurate and legible. Make any necessary corrections before submitting it.
09
Sign and date the form as required, and attach any supporting documents that may be requested.
10
Keep a copy of the filled-out form for your records and submit it to the relevant plan administrator or institution.
Who needs rollover form - vheip:
01
Individuals who have an existing retirement plan and want to transfer or roll over their funds to another retirement account, such as the Virginia Higher Education Tuition Plan (VHEIP).
02
Those who are eligible for a rollover, whether it is due to changing jobs, retiring, or consolidating retirement accounts, among other reasons.
03
Individuals who want to take advantage of the tax benefits and investment options offered through VHEIP or another eligible retirement plan.
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What is rollover form - vheip?
Rollover form - vheip is a form used to transfer funds from one retirement account to another without incurring taxes.
Who is required to file rollover form - vheip?
Individuals who are transferring funds from one retirement account to another are required to file rollover form - vheip.
How to fill out rollover form - vheip?
Rollover form - vheip can be filled out by providing information about the source and destination accounts, as well as the amount to be transferred.
What is the purpose of rollover form - vheip?
The purpose of rollover form - vheip is to facilitate the transfer of funds between retirement accounts while maintaining tax advantages.
What information must be reported on rollover form - vheip?
Rollover form - vheip must include details such as the account numbers, names of the account holders, and the amount being transferred.
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