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Reset Form ASSET TRANSFER FORM ACCOUNT TYPE: Indicate the type of account you are transferring. (Check only one.) RETIREMENT: Traditional IRA SIMPLE IRA SEP IRA Roth IRA Rollover IRA Direct Rollover
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Rules and conditions applicable pertain to the guidelines, regulations, and requirements that must be followed for a specific situation or activity.
Any individual or entity that is subject to the rules and conditions must file and adhere to them.
Rules and conditions applicable can be filled out by carefully reviewing the requirements and providing the necessary information as requested.
The purpose of rules and conditions applicable is to ensure compliance, consistency, and fairness in a given situation.
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