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APPLICATION FOR ROLLOVER CONTRIBUTION TO TAX DEFERRED RETIREMENT ACCOUNT (TARA) Complete this Application to rollover money from your former employer's retirement plan or a traditional IRA to your

How to fill out application for rollover contribution

How to fill out an application for a rollover contribution:

1. Gather the necessary information: Before filling out the application, make sure you have all the required information at hand. This may include your personal details, such as name, address, and social security number, as well as information about the account you are transferring from and the receiving account.
2. Download the application form: Visit the official website of the financial institution or retirement plan provider where you want to make the rollover contribution. Look for the application form specifically designed for rollover contributions and download it.
3. Fill in your personal information: Start by filling in your personal details accurately and legibly. Ensure that you provide all the requested information, including contact information, date of birth, and any other relevant details.
4. Provide details about the transferring account: In the application form, you will be asked to provide information about the account from which you wish to make the rollover contribution. This may include the account type (e.g., traditional IRA, 401(k)), the account number, and the financial institution or plan administrator's details.
5. Specify the receiving account: Indicate the account where you want the funds to be transferred or rolled over. Provide the account type (e.g., Roth IRA, individual brokerage account), account number, and the details of the receiving financial institution or plan administrator.
6. Choose the distribution method: Select the method you prefer for the distribution from the transferring account. This could be a direct transfer, where the funds are directly moved from one account to another, or a check made payable to the receiving institution or plan administrator.
7. Review and sign the application: Carefully review all the information you have filled out in the application form. Double-check for any errors or omissions. Once you are satisfied, sign the form with your full legal signature and date it.
8. Submit the application: After completing the form, follow the instructions provided by the financial institution or retirement plan provider to submit the application. This may include mailing it to a specific address or submitting it electronically through their online platform.

Who needs an application for rollover contribution?

Individuals who want to transfer funds from one retirement account to another typically need to fill out an application for a rollover contribution. This could include individuals who are changing jobs, consolidating retirement accounts, or transitioning from one type of retirement account to another. It is important to consult with a financial advisor or tax professional to understand the specific eligibility requirements and implications associated with a rollover contribution.

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