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HELPLINE: 1-800-422-8463 WWW.NYSDCP.COM IN-SERVICE DISTRIBUTION OF ROLLOVER ACCOUNT PERSONAL DATA Name (Please Print) Social Security Number Home Address Date of Birth City State Zip Home Telephone
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How to fill out dc-4214-0111 rollover distribution formdoc
How to fill out dc-4214-0111 rollover distribution formdoc:
01
Begin by downloading the dc-4214-0111 rollover distribution formdoc from the official government website or obtaining a physical copy from the relevant institution.
02
Fill in your personal information, including your name, address, and contact details, in the designated fields on the form.
03
Provide your Social Security number or taxpayer identification number as requested on the form.
04
Indicate the type of retirement plan from which you are requesting a rollover distribution. This could be a 401(k), IRA, or other eligible retirement account.
05
Specify the amount you wish to rollover and include any specific instructions regarding the distribution, such as whether it should be made as a direct rollover or eligible for tax withholding.
06
If you have received a distribution from your retirement account, provide details about the previous distribution, including the date, amount, and the method of distribution.
07
Sign and date the form, certifying the accuracy of the provided information.
08
If necessary, attach any additional documents or supporting materials as instructed on the form.
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Make a copy of the completed form for your records before submitting it to the appropriate entity.
Who needs dc-4214-0111 rollover distribution formdoc:
01
Individuals who are looking to transfer their retirement funds from one eligible retirement account to another may need the dc-4214-0111 rollover distribution formdoc.
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This form is typically required by financial institutions, such as banks or investment companies, that oversee retirement plans and handle rollover distributions for their clients.
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Any individual who wants to initiate a rollover distribution from their retirement account, whether it is a 401(k), IRA, or similar plan, should use this form to facilitate the process.
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