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Use this form to request a direct rollover/transfer from your Section 457(b) Governmental Plan, Section 403(b) Tax. Sheltered Annuity, Section 401(a) Qualified ...

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What is use this form to?

This form is used to report certain information to the appropriate tax authorities.

Who is required to file use this form to?

Anyone who meets the criteria set by the tax authorities for filing this form.

How to fill out use this form to?

You can fill out this form either online or by mailing a paper copy to the tax authorities.

What is the purpose of use this form to?

The purpose of this form is to provide necessary information to the tax authorities for tax compliance.

What information must be reported on use this form to?

You must report specific financial and personal information as required by the tax authorities.

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