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Sentry 401k Plan For Sentry Employees IN-PLAN ROTH ROLLOVER FORM This form is used for in-plan Roth conversions of existing assets in your account. ANELGPGIHNGNENEIEPANHOGODK AFKIFCONPKEOFMHMLJAKFDAHJK AFFKPNCJGIIJCMCEHJIJDFMLDK AEFBJLBGMHPKMOGJDIBCHENBKK AAPHBAJICAAJMDMEIKCACOKDHK AGLFALMMJKPKMMGDGJCKKELJJK DDDLLDDLDLDLLLLDDDLDDLDLDL 401K16-277-00212 Page 67628755-6dbe-4ac4-beca-23ea750bb0e7 of 2 55-487 09/2013 PARTICIPANT AUTHORIZATION I have read and completed the appropriate sections of...
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What is in-plan roth rollover form?
In-plan Roth rollover form is a form used to transfer funds from a traditional retirement account to a Roth retirement account within the same plan.
Who is required to file in-plan roth rollover form?
Individuals who wish to convert funds from a traditional retirement account to a Roth retirement account within the same plan are required to file an in-plan Roth rollover form.
How to fill out in-plan roth rollover form?
To fill out an in-plan Roth rollover form, one must provide personal information, account details, and specify the amount to be transferred from the traditional account to the Roth account.
What is the purpose of in-plan roth rollover form?
The purpose of an in-plan Roth rollover form is to allow individuals to convert funds from a traditional retirement account to a Roth retirement account while still within the same plan.
What information must be reported on in-plan roth rollover form?
The in-plan Roth rollover form typically requires personal information, account details, amount to be transferred, and any relevant tax withholding information to be reported.
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