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Incoming Rollover Request Instructions Use this form to initiate a direct rollover of your existing retirement account to your plan retirement account being serviced by Diversified. Complete Sections

How to fill out incoming rollover request

How to fill out an incoming rollover request:

1. Obtain the necessary forms: Contact your current retirement account provider or financial institution to request the appropriate forms for initiating an incoming rollover. They may have specific forms or procedures for this process.
2. Provide personal information: Fill out the required fields on the forms, including your full name, social security number, date of birth, and contact information. This ensures the accuracy of the incoming rollover request.
3. Specify the type of account: Indicate the type of retirement account that you are rolling over into, such as a traditional IRA, Roth IRA, or employer-sponsored 401(k). Be sure to double-check the account type and provide any necessary account numbers.
4. Provide the source of funds: Indicate the source of the funds you are rolling over. This could be an individual retirement account (IRA), 401(k), 403(b), pension plan, or another eligible retirement account. Include any necessary account numbers or references.
5. Determine the rollover amount: State the specific amount or percentage of funds you wish to rollover into the new account. Be sure to review any minimum or maximum rollover requirements set by your new account provider or plan administrator.

Who needs an incoming rollover request?

1. Individuals planning to consolidate retirement accounts: If you have multiple retirement accounts from different employers or financial institutions, an incoming rollover request allows you to consolidate these accounts into a single retirement account, simplifying your financial management.
2. Individuals changing jobs: If you are changing employers and leaving behind a 401(k) or other employer-sponsored retirement plan, an incoming rollover request allows you to transfer the funds from your previous employer's plan to your new employer's plan or an individual retirement account (IRA) without incurring taxes or penalties.
3. Individuals seeking more investment options: Some retirement plans have limited investment options. By initiating an incoming rollover request, you can transfer funds to an account that offers a wider range of investment choices, allowing you to better align your retirement savings with your investment goals.
4. Individuals looking to take advantage of Roth conversions: An incoming rollover request can be used to convert funds from a traditional retirement account to a Roth retirement account. This conversion may have tax implications, so it is advisable to consult with a financial advisor or tax professional before proceeding.
5. Individuals nearing retirement: As you approach retirement age, you may want to consolidate your retirement savings into a single account for easier management and planning. An incoming rollover request allows you to merge multiple accounts into one, simplifying your financial situation as you transition into retirement.

For pdfFiller’s FAQs

What is incoming rollover request?

An incoming rollover request is a formal request made to transfer funds from one retirement account to another.

Who is required to file incoming rollover request?

Individuals who are transferring retirement funds from one account to another are required to file an incoming rollover request.

How to fill out incoming rollover request?

To fill out an incoming rollover request, individuals must provide their personal information, details of the transferring account, and information about the receiving account.

What is the purpose of incoming rollover request?

The purpose of an incoming rollover request is to facilitate the transfer of retirement funds in a tax-efficient manner.

What information must be reported on incoming rollover request?

The incoming rollover request must include details such as the names of the account holders, account numbers, and the amount being transferred.

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