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Sub Firm #BR Code FA CodeAccount Number(Office Use Only)A rollover is a way to move money or property from one eligible plan (Traditional
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What is a rollover is a?
A rollover is a transfer of funds from one retirement account to another.
Who is required to file a rollover is a?
Individuals who want to move their retirement funds from one account to another are required to file a rollover.
How to fill out a rollover is a?
To fill out a rollover form, individuals need to provide information about the sending and receiving accounts, the amount to be transferred, and any tax withholding preferences.
What is the purpose of a rollover is a?
The purpose of a rollover is to allow individuals to move their retirement funds without incurring taxes or penalties.
What information must be reported on a rollover is a?
The amount transferred, the sending and receiving account information, and any tax withholding preferences must be reported on a rollover form.
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