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SIMPLE IRA Transfer Request/Rollover Election P. O. BOX 701 ? Milwaukee WI 53201 ? (800) 421-4184 ?www.eagleasset.com INSTRUCTIONS: Use this form to request a transfer or elect a rollover of assets

How to fill out simple ira transfer requestrollover

Steps to fill out a simple IRA transfer request/rollover and who needs it:

1. Obtain the necessary forms: Contact your current IRA provider or the financial institution where you wish to transfer your IRA funds. They will provide you with the appropriate forms for a simple IRA transfer request or rollover.
2. Provide personal information: Fill in your name, address, Social Security number, and any other required identification details on the forms. Make sure to double-check the accuracy of the information provided.
3. Indicate the type of transfer: Specify whether you want a direct transfer or a rollover. A direct transfer involves moving funds directly from one IRA to another, while a rollover involves receiving the distribution and then reinvesting it within 60 days. Consult with an advisor to determine which method suits your situation best.
4. Complete beneficiary information: If applicable, provide the beneficiary's name, contact information, and relationship to you. This information ensures that your IRA assets are transferred properly in the event of your passing.
5. Fill out the requested account information: Provide details about your current IRA account, such as the account number and the name of the financial institution holding the account. This aids in identifying the assets you want to transfer.
6. Specify the receiving account: Indicate the name of the financial institution or custodian where you want the funds to be transferred to. Provide the account number and any other necessary details.
7. Review and sign the forms: Carefully go through the entire form to verify that all the information provided is accurate. Sign and date the forms.
8. Submit the completed forms: Send the completed forms to the appropriate financial institution or custodian either electronically or by mail, following their specific instructions.

Who needs a simple IRA transfer request/rollover?

Individuals who currently hold a simple IRA and wish to move their funds to another IRA or consolidate multiple IRAs may require a simple IRA transfer request/rollover. This process allows individuals to take advantage of potential investment opportunities, change their financial institution or custodian, or simplify their retirement accounts. It is important to consult with a financial advisor or tax professional to understand the implications and potential tax consequences of transferring or rolling over your simple IRA.

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What is simple ira transfer requestrollover?

A simple ira transfer requestrollover is a form used to transfer funds from one Simple IRA account to another, or to rollover funds from a Simple IRA into another retirement account.

Who is required to file simple ira transfer requestrollover?

Any individual who wishes to transfer or rollover funds from a Simple IRA account is required to file a simple ira transfer requestrollover.

How to fill out simple ira transfer requestrollover?

To fill out a simple ira transfer requestrollover, the individual must provide all required information on the form, including account information for both the sending and receiving accounts, and sign and date the form.

What is the purpose of simple ira transfer requestrollover?

The purpose of a simple ira transfer requestrollover is to facilitate the movement of funds between Simple IRA accounts or into another retirement account without incurring taxes or penalties.

What information must be reported on simple ira transfer requestrollover?

Information such as account numbers, names of account holders, financial institutions involved, and the amount to be transferred or rolled over must be reported on a simple ira transfer requestrollover form.