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Distribution Request Instructions For rollovers to other eligible retirement plans or non-Diversified IRAs, you must complete and submit a Direct Rollover Request (Form No. 3011OSTT080181×. SECTION
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To fill out the "first name/middle initial" section, start by writing your first name in the designated space. This should be the name that you commonly go by in daily life.
02
After writing your first name, leave a space or a designated box for your middle initial. If you have a middle name, simply write the first letter of your middle name next to or below your first name.
03
If you do not have a middle name, you can either leave the space for the middle initial blank or write "N/A" (meaning not applicable) to indicate that you do not have a middle initial.
04
It's important to provide your first name and middle initial accurately as they might be used for identification purposes or to differentiate between individuals with similar names.
05
Now, let's address who needs to provide a first name and middle initial. Generally, anyone who is required to provide personal information or fill out official documents may need to include their first name and middle initial.
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Common examples of situations where you might be asked to provide your first name and middle initial include job applications, official government forms, identification documents like driver's licenses or passports, and academic records such as school enrollment forms.
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Additionally, some organizations or institutions may use the first name and middle initial to create a unique identifier or distinguish between individuals with the same name within their systems.
08
It is always best to follow instructions and provide the requested information accurately and honestly to avoid any confusion or potential issues in the future. Remember to double-check your first name and middle initial before submitting any forms or documents.
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First name middle initial refers to the combination of a person's given name and their middle initial, used to uniquely identify them.
Anyone who is filling out official forms or documents that require personal identification may be required to provide their first name and middle initial.
To fill out first name middle initial, simply write your first name followed by your middle initial in the designated fields on the form.
The purpose of first name middle initial is to accurately identify individuals in a consistent manner, especially when dealing with official records or documents.
Only the individual's first name and middle initial must be reported on the first name middle initial field.
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