Get the free Rollover-In Contribution Form - State of Missouri Web Site

Rollover-In Contribution Form Attn: Missouri Deferred Compensation Plan c/o ING PO Box 23866 Jacksonville, FL 32241-3866 The Missouri Deferred Compensation Plan can accept rollovers of tax-deferred

How to fill out rollover-in contribution form

How to Fill Out Rollover-In Contribution Form:

1. Start by obtaining the rollover-in contribution form from the financial institution or retirement plan administrator where you intend to transfer your funds. This form is typically available online or can be requested through the mail.
2. Fill in your personal details accurately, including your full name, Social Security number, contact information, and account number or plan identifier. Double-check this information to ensure it is correct and up to date.
3. Indicate the type of retirement account you are transferring the funds from, such as an Individual Retirement Account (IRA), 401(k), or 403(b). Specify the financial institution or plan administrator of your existing account.
4. Provide the type of contribution you are making, which in this case is a rollover-in contribution. Other types of contributions may include regular contributions or qualified charitable distributions (QCDs).
5. Specify the amount or percentage of funds you wish to rollover-in. This amount should not exceed the maximum allowable contribution limits set by the IRS for the respective retirement account.
6. If you have multiple retirement accounts to rollover-in, list them separately and indicate the allocation or percentage for each account.
7. Fill in the details of the receiving retirement account, including the financial institution or plan administrator's name, address, and account number. Ensure this information is accurate to avoid any potential transfer issues.
8. Review the completed form thoroughly to eliminate any errors or omissions. Ensure you have signed and dated the form as required, along with any additional signatures that may be necessary, such as a spouse's signature for certain types of retirement accounts.
9. Submit the completed form to the financial institution or plan administrator via the designated method, whether it be through mail, fax, or online submission. Retain a copy of the form for your records.

Who Needs Rollover-In Contribution Form?

1. Individuals who are changing employers and want to transfer their retirement funds from a previous employer's retirement plan to their new employer's plan.
2. Individuals who have retired or left their previous jobs and wish to consolidate their retirement savings into a single account or access more investment options.
3. Individuals who have inherited a retirement account from a deceased family member and want to roll it over into their own retirement account to avoid immediate tax consequences.
4. Individuals who have reached the age of 70 ½ and must take required minimum distributions (RMDs) from their retirement accounts. They may choose to roll over the RMD amount into another eligible retirement account to delay tax obligations.

Remember, it is always recommended to consult with a financial advisor or tax professional before making any decisions related to rollover-in contributions or retirement planning to ensure alignment with your specific financial goals and circumstances.

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What is rollover-in contribution form?

The rollover-in contribution form is a document used to report contributions transferred into a retirement account from another qualified plan.

Who is required to file rollover-in contribution form?

Individuals who have transferred funds from another retirement account into their current retirement account are required to file the rollover-in contribution form.

How to fill out rollover-in contribution form?

To fill out the rollover-in contribution form, individuals must provide details about the amount transferred, the source of the funds, and any applicable tax information.

What is the purpose of rollover-in contribution form?

The purpose of the rollover-in contribution form is to ensure that contributions transferred into a retirement account are properly reported to the IRS for tax purposes.

What information must be reported on rollover-in contribution form?

The rollover-in contribution form must include details about the amount transferred, the source of the funds, and any tax withholding information.