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TRANSFER/ROLLOVER REQUEST FORM Trilogy 11/2015 Forward To: First Trust Retirement, c/o DST Systems, Inc. Please Print or Type PO Box 219756.
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How to fill out transferrollover request form Triloma:

01
Start by entering your personal information in the designated fields. This may include your full name, address, phone number, and email address.
02
Next, provide your account information, such as your account number and the type of account you have with Triloma.
03
Specify the type of transfer or rollover you are requesting. This could be a transfer from another financial institution, a rollover from a previous retirement account, or a transfer between Triloma accounts.
04
Indicate the amount or percentage you wish to transfer or rollover. Make sure to carefully specify if you want to transfer or rollover the entire balance or only a portion.
05
If you are requesting a transfer from another financial institution, fill out the necessary information about that institution, including its name, address, and account number.
06
If you are initiating a rollover, provide information about the previous retirement account, such as its administrator's name, address, and account number.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form, indicating your consent and authorization for the requested transfer or rollover.
09
Keep a copy of the filled-out form for your records before submitting it to Triloma.

Who needs transferrollover request form Triloma?

01
Individuals who wish to transfer their assets from another financial institution to Triloma.
02
Individuals who want to rollover funds from a previous retirement account into a Triloma account.
03
Triloma account holders who intend to transfer assets between different Triloma accounts.
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It is a form used to request a transfer or rollover of funds within Triloma.
Investors or account holders who wish to move funds within Triloma are required to file this form.
The form can be filled out online or by requesting a physical copy from Triloma. It requires basic information about the account holder and details of the transfer or rollover.
The purpose is to facilitate the transfer or rollover of funds within Triloma accounts.
The form typically requires information such as account details, the amount to be transferred or rolled over, and any specific instructions.
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