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PLAN ACCOUNT ROLLOVER/EXCHANGE REQUEST Complete this form to Rollover/Exchange funds into your employers retirement plan. Please note that money received as a Rollover/Exchange will be invested into

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How to fill out rollover request - core

01

To fill out a rollover request form, you need to follow these steps: 1. Obtain the rollover request form from your IRA provider or retirement plan administrator. 2. Read the instructions and requirements carefully to ensure you provide all the necessary information. 3. Provide your personal details such as your name, contact information, and Social Security number. 4. Identify the account or plan you want to rollover from and provide the necessary details. 5. Specify the account or plan you want to rollover to, including the institution's name, account number, and any other required information. 6. Indicate the type of rollover you wish to make, whether it is a direct rollover or a 60-day rollover. 7. Sign and date the form, acknowledging that the information provided is accurate and authorizing the rollover. 8. Submit the completed form to your IRA provider or retirement plan administrator as per their specific instructions. 9. Follow up with the institution to ensure the rollover is processed successfully and monitor the transfer of funds.

02

Please note that these instructions may vary depending on the specific IRA provider or retirement plan administrator. It is recommended to consult their guidelines or contact their customer service for any specific questions or requirements.

Who needs rollover request - core?

01

The rollover request is typically needed by individuals who have retirement funds in one account or plan and want to transfer or rollover those funds into another account or plan. Some common scenarios where a rollover request may be necessary include: 1. Changing jobs and wanting to transfer funds from a previous employer's retirement plan to an individual retirement account (IRA). 2. Consolidating retirement funds from multiple accounts into a single account for easier management and tracking. 3. Rolling over funds from a traditional IRA to a Roth IRA. 4. Beneficiaries inheriting retirement assets and wanting to rollover those funds into their own retirement accounts. 5. Individuals who want to take advantage of better investment options or lower fees offered by a different financial institution or retirement plan.

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What is rollover request - core?

Rollover request - core is a formal request made to transfer funds from one retirement account to another, such as from a 401(k) to an IRA.

Who is required to file rollover request - core?

Individuals who are looking to move funds from one retirement account to another are required to file a rollover request - core.

How to fill out rollover request - core?

To fill out a rollover request - core, individuals typically need to provide information about their current retirement account, the account they are transferring funds to, and any tax withholding preferences.

What is the purpose of rollover request - core?

The purpose of a rollover request - core is to facilitate the tax-free transfer of retirement funds from one account to another, allowing individuals to maintain their retirement savings.

What information must be reported on rollover request - core?

Information such as account numbers, account holders' names, and the amount of funds being transferred must be reported on a rollover request - core.

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