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Request for Direct Rollover of Funds to American General Life American General Life Insurance Company Administrative Center P.O. Box 871 Amarillo, TX 79105 Home Office 2727A Allen Parkway Houston,

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What is request for direct rollover?

A request for direct rollover is a formal application to transfer funds from a retirement account to another qualified retirement plan or IRA.

Who is required to file request for direct rollover?

The account holder or participant is required to file a request for direct rollover.

How to fill out request for direct rollover?

The request for direct rollover can typically be filled out by contacting the administrator of the retirement account and completing the necessary forms.

What is the purpose of request for direct rollover?

The purpose of the request for direct rollover is to transfer funds from one retirement account to another without triggering taxes or penalties.

What information must be reported on request for direct rollover?

The request for direct rollover must include details such as the account numbers of both the sending and receiving accounts, the amount to be transferred, and the reason for the transfer.

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