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401(k) Rollover Request (Please complete all sections of this form) Section I Employee Information Name: SS# or Employee # : Last First Middle Initial Address: City: State: Zip: Phone: Email: Section

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What is vista 401k rollover request?

Vista 401k rollover request is a form used to transfer funds from a 401k account to another retirement account.

Who is required to file vista 401k rollover request?

Any individual who wants to transfer funds from their 401k account to another retirement account is required to file vista 401k rollover request.

How to fill out vista 401k rollover request?

To fill out vista 401k rollover request, you need to provide personal information, details of the current 401k account, and information about the receiving retirement account.

What is the purpose of vista 401k rollover request?

The purpose of vista 401k rollover request is to facilitate the transfer of funds from one retirement account to another without incurring tax penalties.

What information must be reported on vista 401k rollover request?

Information such as account holder's name, account number, details of the current 401k account, and information about the receiving retirement account must be reported on vista 401k rollover request.

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