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Goodwill Industries of Lower South Carolina, Inc. 401×k) Plan
(Plan Number 800076)
Rollover Application
Read carefully: Complete Sections 14. A representative from your previous employers plan or
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How to fill out rollover application
How to fill out a rollover application:
01
Start by gathering all the necessary information and documents. This may include your current retirement plan statements, contact information for your current plan administrator, and personal identification information.
02
Review the rollover application form carefully. Pay attention to the instructions, sections to be completed, and any required signatures.
03
Provide your personal information on the application form. This typically includes your name, address, Social Security number, and date of birth.
04
Indicate the type of retirement plan you are currently enrolled in. This could be a 401(k), 403(b), IRA, or another eligible plan.
05
Enter the details of your current plan, including the plan name, account number, and the name of the plan administrator. This information can usually be found on your retirement plan statements or by contacting your plan administrator.
06
Specify the type of rollover you wish to complete. This can be a direct rollover, where the funds are transferred directly from your current plan to the new plan, or an indirect rollover, where the funds are distributed to you first before being rolled over.
07
Provide the details of the new retirement plan where you want to transfer the funds. This includes the plan name, account number, and the name of the plan administrator. Make sure to double-check this information for accuracy.
08
Indicate if there are any specific investment instructions or restrictions for the rollover funds. This could include selecting specific investment options or specifying how the funds should be allocated within the new plan.
09
Sign and date the rollover application form. This signature confirms that the information provided is accurate and that you authorize the rollover of funds.
Who needs a rollover application?
01
Individuals who are changing jobs and want to transfer their retirement savings from a previous employer's retirement plan to an individual retirement account (IRA) or a new employer's retirement plan may need a rollover application.
02
Those who have multiple retirement accounts and want to consolidate them into one account may also require a rollover application.
03
Individuals who are retiring and wish to roll over their retirement savings from their employer's retirement plan into an IRA or another retirement plan may need to fill out a rollover application.
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What is rollover application?
Rollover application is a process of transferring funds from one retirement account to another without incurring taxes or penalties.
Who is required to file rollover application?
Individuals who want to move funds from one retirement account to another are required to file a rollover application.
How to fill out rollover application?
To fill out a rollover application, individuals need to provide personal information, details of the accounts involved, and reason for the rollover.
What is the purpose of rollover application?
The purpose of rollover application is to allow individuals to move funds between retirement accounts without incurring taxes or penalties.
What information must be reported on rollover application?
Information such as personal details, account information, and reason for the rollover must be reported on the rollover application.
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