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For IRA s the check will read payable to Information Below as trustee of IND. RET. ACCT of Payee in Section I. For Eligible Employer Plans the check will read payable to Information Below FBO Payee in Section I. MARYLAND STATE RETIREMENT AGENCY 120 EAST BALTIMORE STREET BALTIMORE MARYLAND 21202-6700 TRUSTEE-TO-TRUSTEE DISTRIBUTION FORM FOR ROLLOVERS RETIREMENT USE ONLY Form 193 REV. OR Pay to me all federal NON-TAXABLE funds to be determined at time of payment. AND The account balance will be...
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What is for rollovers?
For rollovers refer to the transfer of assets from one retirement account to another without incurring tax consequences.
Who is required to file for rollovers?
Individuals who want to move funds from one retirement account to another are required to file for rollovers.
How to fill out for rollovers?
To fill out for rollovers, individuals must complete the necessary paperwork provided by the financial institution managing the accounts.
What is the purpose of for rollovers?
The purpose of for rollovers is to allow individuals to move retirement assets between accounts without incurring taxes or penalties.
What information must be reported on for rollovers?
Information such as account details, amount to be transferred, and reason for the rollover must be reported on for rollovers.
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