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Retirement Account Transfer/Conversion/ Direct Rollover Authorization Form If you are establishing a new Aberdeen Funds Retirement Account with this transfer, please complete the IRA Application or

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What is direct rollover authorization form?

The direct rollover authorization form is a document that allows an individual to authorize the transfer of funds from a retirement plan directly to another eligible retirement plan or individual retirement account (IRA) without incurring any tax penalties.

Who is required to file direct rollover authorization form?

Any individual who wishes to initiate a direct rollover of funds from a retirement plan to another eligible retirement plan or IRA is required to file the direct rollover authorization form.

How to fill out direct rollover authorization form?

To fill out the direct rollover authorization form, you will need to provide your personal information, such as name, address, and social security number. You will also need to specify the amount of funds you wish to rollover and provide the details of the receiving retirement plan or IRA.

What is the purpose of direct rollover authorization form?

The purpose of the direct rollover authorization form is to facilitate the smooth transfer of funds from one retirement plan to another, while ensuring that the transaction meets the requirements for tax-free rollovers.

What information must be reported on direct rollover authorization form?

The direct rollover authorization form typically requires reporting of personal identifying information, such as name, address, and social security number. It also requires the reporting of the amount of funds to be rolled over and the details of the receiving retirement plan or IRA.

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