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TRANSFER/ROLLOVER REQUEST FORM 9/2016 Forward To: First Trust Retirement, c/o DST Systems, Inc. Please Print or Type PO Box. IMPORTANT INFORMATION:
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How to fill out transferrollover request
How to fill out a transfer/rollover request:
01
Obtain the necessary forms: Start by contacting your current financial institution or retirement plan administrator to request the transfer/rollover request forms. They may have specific forms or documents that need to be completed.
02
Gather required information: Collect all the relevant information needed to fill out the forms. This may include personal identification details, account numbers, contact information, and any specific instructions provided by the receiving financial institution or plan administrator.
03
Fill out the personal details: Begin by providing your full name, address, social security number, and any other required personal information. Be sure to write legibly and use the correct formatting as specified by the form.
04
Identify the transferring plan: Clearly identify the plan or account that you are requesting to transfer or rollover. This may include the name of the financial institution or plan administrator, the type of account (e.g., 401(k), IRA), and the account number.
05
Specify the receiving plan or account: Provide the details of the receiving plan or account where you want the funds to be transferred or rolled over. Include the name of the financial institution or plan administrator, the type of account, and the account number.
06
Indicate the transfer/rollover type: Identify whether you are requesting a direct transfer or rollover or if you need the funds to be distributed to you first. Depending on the type, additional information or signatures may be required.
07
Attach any necessary documents: If there are any required supporting documents, ensure that you include them with your request. This might include a copy of your identification, account statements, or any other specific requirements mentioned in the instructions.
08
Review and sign the form: Before submitting your transfer/rollover request, review all the provided information for accuracy and completeness. Make sure you understand all the terms and conditions. Sign and date the form as required.
Who needs a transfer/rollover request?
A transfer/rollover request is typically needed by individuals who are planning to move their retirement savings from one financial institution or retirement plan to another. This could be due to changing jobs, consolidating accounts, or seeking better investment options. It is important to consult with a financial advisor or plan administrator to determine if a transfer/rollover is the right option for you and to understand any potential tax or penalty implications.
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What is transferrollover request?
Transferrollover request is a formal submission to transfer funds or assets from one account to another.
Who is required to file transferrollover request?
Individuals or entities looking to move funds or assets between accounts are required to file a transferrollover request.
How to fill out transferrollover request?
To fill out a transferrollover request, one must provide details of the accounts involved, the amount or assets to be transferred, and any necessary authorization or signatures.
What is the purpose of transferrollover request?
The purpose of a transferrollover request is to facilitate the movement of funds or assets in a secure and authorized manner.
What information must be reported on transferrollover request?
Information such as account numbers, transfer amounts, account holders' names, and any necessary authorization or signatures must be reported on a transferrollover request.
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