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MFS IRA DISTRIBUTION AUTHORIZATION FORM For MFS Traditional, Rollover, Roth, SEP, SAR SEP, and SIMPLE IRAs Trustees by MFS Heritage Trust CompanyInstructions Sections 1, 5, 7, and 8 are required to

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What is for mfs traditional rollover?

A traditional rollover refers to transferring funds from one traditional retirement account to another without any tax implications.

Who is required to file for mfs traditional rollover?

Individuals who want to move funds from one traditional retirement account to another are required to file for a traditional rollover.

How to fill out for mfs traditional rollover?

To fill out for a traditional rollover, individuals need to request a direct transfer of funds from one traditional retirement account to another and complete the necessary paperwork provided by the financial institution.

What is the purpose of for mfs traditional rollover?

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

What information must be reported on for mfs traditional rollover?

The information reported on a traditional rollover includes the amount of funds transferred, the original account details, and the new account details.

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