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Plan Name (i.e., the Plan): CSS Industries, Inc. 401(k) Plan#: 13258 Incoming Rollover Instructions If you have a balance in a former employers retirement plan and/or an IRA or conduit (rollover)
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What is incoming rollover instructions?
Incoming rollover instructions are a set of guidelines provided by a financial institution to inform them of funds being transferred into an account from another institution.
Who is required to file incoming rollover instructions?
Any individual or entity receiving funds through a rollover from another financial institution is required to file incoming rollover instructions.
How to fill out incoming rollover instructions?
Incoming rollover instructions can usually be filled out online through the financial institution's website or by contacting their customer service department.
What is the purpose of incoming rollover instructions?
The purpose of incoming rollover instructions is to ensure that the transfer of funds from one financial institution to another is processed accurately and efficiently.
What information must be reported on incoming rollover instructions?
Incoming rollover instructions typically require information such as the account numbers for the sending and receiving institutions, the amount being transferred, and any special instructions for the transfer.
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