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Toll Free: 1-866-818-4472 www.pensco.com TRADITIONAL/SEP/ROTH IRA TRANSFER/ROLLOVER REQUEST GENERAL INSTRUCTIONS This form is to be completed by an IRA Account Owner who wishes to make a transfer,
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How to fill out ira-5142c - pensco:

01
Obtain the IRA-5142C form from Pensco or their website.
02
Fill in your personal information such as your name, address, and social security number.
03
Provide details about your IRA account, including the account number and the type of account (Traditional IRA, Roth IRA, etc.).
04
Indicate the reason for filling out the form, whether it is for a rollover, transfer, or distribution.
05
Follow the instructions and provide any additional information required for the specific purpose of submitting the form.
06
Double-check all the information provided for accuracy before submitting the form to Pensco.

Who needs ira-5142c - pensco:

01
Individuals who have an IRA account with Pensco or are planning to open an IRA with them.
02
Those who need to complete a rollover, transfer, or distribution from their IRA account.
03
Any individual who requires specific documentation, such as the IRA-5142C form, for regulatory or administrative purposes related to their IRA account.
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IRA-5142c – Pensco is a form used to report information about certain pension and retirement accounts.
Financial institutions, pension administrators, and individuals with the specified accounts are required to file IRA-5142c – Pensco.
IRA-5142c - Pensco should be completed with accurate account information, contributions, distributions, and any other required details.
The purpose of IRA-5142c - Pensco is to report important information about pension and retirement accounts for tax compliance purposes.
Information such as account holder details, account balances, contributions, distributions, and any penalties or corrective actions must be reported on IRA-5142c - Pensco.
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