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UNDERPROVIDE OR PLAN-TO-PLAN TRANSFER REQUEST AUTHORIZATION STATE OF NEVADA DEFERRED COMPENSATION PLANS INSTRUCTIONS Mail or Fax Form to: ING Life Insurance and Annuity Company (ILIAD) A member of
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What is interprovider or plan-to-plan transfer?
Interprovider or plan-to-plan transfer is a process where funds are transferred from one retirement plan or provider to another without incurring any tax consequences.
Who is required to file interprovider or plan-to-plan transfer?
Individuals or employers who want to transfer funds between retirement plans or providers are required to file interprovider or plan-to-plan transfer.
How to fill out interprovider or plan-to-plan transfer?
To fill out an interprovider or plan-to-plan transfer, you need to contact your current retirement plan or provider and request the necessary transfer documentation. Fill out the required information accurately and submit it to the new plan or provider.
What is the purpose of interprovider or plan-to-plan transfer?
The purpose of interprovider or plan-to-plan transfer is to allow individuals to move their retirement savings between plans or providers to potentially gain better investment options, lower fees, or consolidate their accounts.
What information must be reported on interprovider or plan-to-plan transfer?
The information that must be reported on interprovider or plan-to-plan transfer includes personal details of the account holder, details of the transferring retirement plan or provider, and details of the receiving retirement plan or provider.
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