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Direct Transfer or Rollover of MSA or HSA Funds To a Reverence HSA Section A: Reverence account owner information Before completing this form, you will need to have already opened a Reverence HSA.

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What is direct transfer or rollover?

Direct transfer or rollover is a method of moving funds from one retirement account to another without incurring a tax penalty.

Who is required to file direct transfer or rollover?

Individuals who want to move funds from one retirement account to another are required to file a direct transfer or rollover.

How to fill out direct transfer or rollover?

To fill out a direct transfer or rollover, individuals typically need to contact both the sending and receiving financial institutions to initiate the transfer.

What is the purpose of direct transfer or rollover?

The purpose of a direct transfer or rollover is to allow individuals to move retirement funds between accounts without incurring taxes or penalties.

What information must be reported on direct transfer or rollover?

Information such as the account numbers, names of the financial institutions, and the amount being transferred must be reported on a direct transfer or rollover.

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