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53879APPLICATION FOR REFUND OR DIRECT ROLLOVER NORTH DAKOTA PUBLIC EMPLOYEES RETIREMENT SYSTEM SON 53879 (Rev. 022018)PAPERS 400 East Broadway PO Box 1657 Bismarck North Dakota 585021657 (701) 3283900
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How to fill out refundrollover forms - ndpers

How to fill out refundrollover forms - ndpers
01
Gather all necessary documents and information related to the refundrollover.
02
Read the instructions provided on the refundrollover form thoroughly.
03
Fill in your personal details accurately, such as your full name, Social Security number, and contact information.
04
Provide details about the refund you wish to rollover, including the amount and the source of the refund (e.g., retirement plan, pension, etc.).
05
If required, attach any supporting documentation, such as a copy of your original refund check or statement.
06
Review the completed form carefully to ensure all information is accurate and complete.
07
Sign and date the form where indicated.
08
Submit the filled-out refundrollover form to the appropriate department or address as specified in the instructions.
09
Keep a copy of the completed form for your records.
10
Follow up with the relevant authorities or organization if you do not receive any confirmation or response within a reasonable time.
Who needs refundrollover forms - ndpers?
01
Employees or beneficiaries of the North Dakota Public Employees Retirement System (NDPERS) who have received a refund from their retirement plan and wish to rollover the refund into another eligible retirement plan.
02
Individuals who want to avoid tax penalties associated with cashing out a retirement refund and instead want to preserve the tax-deferred status of the funds.
03
Those looking to consolidate retirement funds or take advantage of investment options available in a different qualified retirement plan.
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