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TRADITIONAL IRA ROLLOVER/Transferor assistance in completing this application, please contact the Northern Funds Center at 8005959111 weekdays from 7:00 a.m. to 5:00 p.m. Central time. Please mail

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What is traditional ira rollovertransfer?

A traditional IRA rollover/transfer is the movement of funds from one traditional IRA account to another or from a qualified retirement plan to a traditional IRA.

Who is required to file traditional ira rollovertransfer?

Individuals who wish to move funds from one traditional IRA account to another or from a qualified retirement plan to a traditional IRA are required to file a traditional IRA rollover/transfer.

How to fill out traditional ira rollovertransfer?

To fill out a traditional IRA rollover/transfer, individuals must complete the necessary paperwork provided by the financial institution holding the accounts. They may also need to provide information about the sending and receiving accounts.

What is the purpose of traditional ira rollovertransfer?

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

What information must be reported on traditional ira rollovertransfer?

The traditional IRA rollover/transfer must include details such as the original account number, the receiving account number, the amount being transferred, and the reason for the transfer.

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