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DIRECT ROLLOVER REQUEST Please complete this form to have a distribution from your prior employer s plan or an IRA directly rolled over to this eligible retirement Plan. Submit the completed form

How to fill out direct rollover request

How to fill out direct rollover request:

1. Obtain the necessary forms: Contact your retirement account provider to obtain the direct rollover request form. They may provide it online or send it to you via mail.
2. Fill in your personal information: Start by filling in your name, address, social security number, date of birth, and account number. This information is crucial for the proper identification of your account.
3. Provide details of the receiving account: You'll need to include the name of the financial institution that will receive the rollover funds, along with their address and account number. Double-check these details to ensure accuracy.
4. Specify the type of retirement account: Indicate whether the receiving account is an individual retirement account (IRA) or an employer-sponsored retirement plan, such as a 401(k) or 403(b).
5. Choose the type of rollover: Decide whether it is a direct rollover or a trustee-to-trustee transfer. A direct rollover involves the money being sent directly from your current retirement account to the new one, while a trustee-to-trustee transfer allows you to receive the funds and then deposit them into the new account within 60 days.
6. Enter the amount to be rolled over: Indicate the dollar amount you wish to transfer from your current account to the new one. Be sure to consider any applicable taxes or penalties associated with the transfer.
7. Sign and date the form: Review the information provided, sign the direct rollover request form, and include the date of submission. Make sure to follow any additional instructions or requirements provided by your retirement account provider.
8. Submit the form to your provider: Once you have completed the form, submit it to your retirement account provider by mail, fax, or online, as per their instructions. Retain a copy of the form for your records.

Who needs direct rollover request?

1. Individuals changing jobs: Those who are transitioning from one employer to another may need to roll over their retirement savings from their previous employer's plan to a new plan or an IRA.
2. Retirees: Individuals who have reached the age of retirement and want to consolidate their retirement savings into a single account may opt for a direct rollover.
3. Inherited IRA or retirement account beneficiaries: If you've inherited a retirement account from a deceased individual, you may choose to perform a direct rollover to transfer the funds into an inherited IRA, allowing for continued tax-deferred growth.

Remember, it is essential to consult with a financial advisor or tax professional before making any decisions regarding your retirement funds to ensure you understand the potential tax implications and make informed choices.

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What is direct rollover request?

A direct rollover request is a request to transfer retirement funds from one account or plan directly to another, without the funds being distributed to the account holder.

Who is required to file direct rollover request?

Individuals who are looking to transfer their retirement funds from one account or plan to another are required to file a direct rollover request.

How to fill out direct rollover request?

To fill out a direct rollover request, individuals typically need to provide information about the sending and receiving accounts, as well as authorization for the transfer.

What is the purpose of direct rollover request?

The purpose of a direct rollover request is to maintain the tax-deferred status of retirement funds when transferring them between accounts or plans.

What information must be reported on direct rollover request?

The direct rollover request typically requires information such as account numbers, account holders' names, addresses, and the amount to be transferred.