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Incoming Rollover Request 401(k) Plan, Denver Choice Supplemental Retirement Savings Plan PERSIA Water 401(k) Plan 9895201 9527001 Do not send payment with this form. Once your rollover is approved,
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What is incoming rollover request?
Incoming rollover request is a formal request submitted to transfer funds from one retirement account to another.
Who is required to file incoming rollover request?
Individuals who want to move funds from one retirement account to another are required to file an incoming rollover request.
How to fill out incoming rollover request?
To fill out an incoming rollover request, individuals must provide information about the sending and receiving retirement accounts, as well as details about the amount and timing of the transfer.
What is the purpose of incoming rollover request?
The purpose of incoming rollover request is to transfer retirement funds between accounts without incurring tax penalties.
What information must be reported on incoming rollover request?
Information such as account numbers, account holders' names, transfer amount, and transfer date must be reported on an incoming rollover request.
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