Get the free PORTABILITY REQUEST FORM - Lindsey Software Systems
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PORTABILITY REQUEST FORM DATE: NAME: PHONE # TENANT # ALT PHONE # ADDRESS: CITY: STATE: ZIP CODE: PLEASE COMPLETE THE FOLLOWING INFORMATION: NAME OF RECEIVING HOUSING AUTHORITY ADDRESS: CITY: STATE:
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What is portability request form?
The portability request form is a document used to request the transfer of funds from one retirement account to another without incurring any tax penalties.
Who is required to file portability request form?
Individuals who want to transfer funds from one retirement account to another are required to file the portability request form.
How to fill out portability request form?
To fill out the portability request form, you need to provide information about the retirement accounts involved in the transfer, including account numbers, custodian names, and the amount you wish to transfer.
What is the purpose of portability request form?
The purpose of the portability request form is to facilitate the transfer of funds between retirement accounts without incurring any tax penalties.
What information must be reported on portability request form?
The portability request form requires you to report information about the retirement accounts involved in the transfer, including account numbers, custodian names, and the amount you wish to transfer.
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