Get the free Self-Certification for late rollover contribution. Category

Send by regular mail. Putnam Investor Services, Inc. P.O. Box 8383. Boston, MA022668383. Send by overnight mail. Putnam Investor Services, Inc. 30 Abroad Canton, MA 02021. View ... Maintenance. Substitution

How to fill out self-certification for late rollover

How to fill out self-certification for late rollover

1. Step 1: Obtain a self-certification for late rollover form from your retirement plan provider or the IRS website.
2. Step 2: Fill out your personal information, including name, address, and Social Security number.
3. Step 3: Provide details about the late rollover, such as the reason for the delay and the date the distribution was received.
4. Step 4: Indicate whether you qualify for any of the IRS-approved waiver reasons for late rollovers.
5. Step 5: Sign and date the self-certification form.
6. Step 6: Submit the completed form to your retirement plan provider or directly to the IRS if instructed to do so.

Who needs self-certification for late rollover?

1. Individuals who have missed the 60-day deadline for completing a rollover of retirement plan funds into another eligible retirement plan or IRA need to submit a self-certification for late rollover.
2. This includes individuals who experienced unforeseen circumstances, such as a death, disability, or hospitalization, that prevented them from completing the rollover within the required timeframe.
3. It also applies to those who inadvertently deposited the funds into a non-eligible account or took an incorrect distribution and need to correct the mistake.

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