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Non-Tax Qualified Transfer/Liquidation Request State Farm Mutual Funds This form may or may not be accepted by your present custodian to liquidate & transfer a non-tax qualified account. Check with
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How to fill out non-tax qualified transferliquidation request
How to fill out a non-tax qualified transfer liquidation request:
01
Begin by gathering all the necessary information and documentation required for the request. This may include identification documents, account information, and any relevant financial statements.
02
Fill out the personal information section of the request form. This typically includes your full name, address, contact information, and social security number.
03
Provide details about the transfer you wish to make in the designated section of the form. Include the name and account information of the receiving institution or recipient.
04
Indicate whether the transfer is a partial or complete liquidation. If it is a partial liquidation, specify the amount or percentage you wish to transfer.
05
If applicable, provide any additional information or instructions regarding the transfer in the appropriate section of the form.
06
Review the completed request form to ensure all information is accurate and complete. Make any necessary corrections before submitting it.
Who needs a non-tax qualified transfer liquidation request:
01
Individuals who have investment accounts, such as retirement accounts or brokerage accounts, may need to fill out a non-tax qualified transfer liquidation request.
02
This request is typically used when an individual wants to transfer funds from one investment account to another without incurring any tax penalties or consequences.
03
It may also be required when an individual is liquidating a retirement account or investment to be used for non-tax-qualified purposes, such as a down payment on a home or educational expenses.
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