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State of California Savings Plus Program (SPP) REQUEST TO TRANSFER LUMP-SUM SEPARATION PAY BOOKLET All information contained in this booklet was current as of the printing date. The Plan Administrator

How to fill out request to transfer lump-sum

How to fill out a request to transfer a lump-sum:

1. Start by writing your personal information at the top of the request form. This includes your full name, contact information, and any identification numbers that may be required.
2. Next, indicate the purpose of the transfer. Clearly state that you are requesting a lump-sum transfer and provide any necessary details or instructions regarding the transfer, such as the amount and the reason for the transfer.
3. Include the recipient's information. This should include their full name, contact information, and any identification numbers or account details that are relevant for the transfer. Double-check that all the recipient's information is accurate to avoid any complications or delays.
4. Provide any supporting documentation or paperwork that may be required for the transfer. This could include copies of identification documents, account statements, or any other documents that are necessary to complete the transfer.
5. Sign and date the request form. Ensure that your signature matches the one on file with the institution or organization you are sending the request to.
6. Finally, submit the completed request form to the appropriate entity. This could be a bank, financial institution, employer, or any other organization involved in the transfer process.

Who needs a request to transfer a lump-sum:

1. Individuals who have accumulated a lump sum of money and want to transfer it to another account or recipient. This could be for various reasons such as investment purposes, charitable donations, or gifting.
2. Employees who are eligible for a lump-sum distribution from their retirement plan and wish to transfer that amount to a different retirement account or cash it out.
3. Individuals who are receiving a settlement or payout from insurance claims, legal judgments, or other sources and need to transfer the lump sum to their preferred account.

It is important to consult with the specific institution or organization involved in the transfer to understand their requirements and procedures for submitting a request to transfer a lump-sum.

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What is request to transfer lump-sum?

Request to transfer lump-sum is a formal written request submitted to transfer a specific amount of money in a single payment.

Who is required to file request to transfer lump-sum?

The individual or organization who is transferring the lump-sum is required to file the request.

How to fill out request to transfer lump-sum?

The request should include details such as the amount to be transferred, the recipient's information, and any necessary authorization signatures.

What is the purpose of request to transfer lump-sum?

The purpose of the request is to authorize the transfer of a lump-sum payment from one party to another.

What information must be reported on request to transfer lump-sum?

The request must include the amount of the transfer, recipient's details, any reference numbers, and any other relevant information.

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