Get the free Rollover Request Form - bcbsmcom

Rollover Request Form Mail or fax completed forms to: Address: HealthEquity, A n: Client Services 15 W Scenic Point Dr, Ste 400, Draper, UT 84020 Fax: 520.844.7090 Use the rollover request form to

How to fill out rollover request form

How to fill out a rollover request form:

1. Obtain the form: Start by obtaining the rollover request form from the relevant financial institution or retirement plan provider. This form is typically available on their website or can be requested by contacting their customer service.
2. Personal information: Provide your personal information such as full name, address, phone number, and email address. This ensures that the institution can easily reach you regarding your rollover request.
3. Account details: Fill in the details of the retirement account you are requesting a rollover from. Include the account number, type of account, and the current custodian/pension provider's name.
4. Rollover destination: Specify the details of the retirement account where you want the funds to be rolled over. This includes the account number, name of financial institution/custodian, and their contact information.
5. Amount and investment options: Indicate the amount you wish to rollover from your current retirement account. If you have multiple investment options in your current account, mention whether you want to maintain the same investment allocation or if you wish to make any changes.
6. Signature and date: Sign and date the form to confirm that the information provided is accurate and that you authorize the rollover process.
7. Submitting the form: Depending on the institution's instructions, the completed form can be submitted online, via mail, or through fax.

Who needs a rollover request form?

1. Individuals changing jobs: When switching employers, individuals may have the option to rollover the funds from their previous employer's retirement plan into a new plan or an individual retirement account (IRA). In such cases, a rollover request form is necessary to initiate the transfer of funds.
2. Retiring individuals: Those who are retiring and have accumulated retirement savings in their employer-sponsored plan may want to roll over their funds into an IRA or another retirement account. A rollover request form is required for this purpose.
3. Beneficiaries receiving inherited retirement accounts: If an individual inherits a retirement account, they may choose to do a direct or indirect rollover into their own retirement account. In such cases, a rollover request form is typically needed to facilitate the transfer of funds from the inherited account to the beneficiary's account.

For pdfFiller’s FAQs

What is rollover request form?

The rollover request form is a document used to transfer funds from one retirement account to another.

Who is required to file rollover request form?

Individuals who want to move funds from one retirement account to another are required to file a rollover request form.

How to fill out rollover request form?

To fill out a rollover request form, individuals need to provide personal information, account details, and specify the amount they wish to transfer.

What is the purpose of rollover request form?

The purpose of the rollover request form is to facilitate the transfer of funds between retirement accounts.

What information must be reported on rollover request form?

The rollover request form must include personal details, account numbers, transfer amounts, and the receiving account information.

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