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ROLLOVER VERIFICATION FORM
Plan Name:Burnt HillsBallston Lake Central Schools 403(b) Nonparticipant Name:
Social Security Number:
Participant Address:
Phone Number:The Plan will accept rollover contributions
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How to fill out rollover verification form
How to fill out rollover verification form
01
To fill out the rollover verification form:
02
Begin by entering your personal information, which typically includes your full name, contact information, and any relevant identification numbers such as a social security number or account numbers.
03
Next, provide details about the existing retirement account you wish to rollover. This includes the account type (e.g., IRA, 401(k), etc.), the current account provider, and account number.
04
Specify the desired destination for the rollover. Provide the details of the new account or financial institution where you want to transfer the funds.
05
Indicate whether you want the rollover to be a direct transfer (where the funds are moved directly from one account to another) or an indirect transfer (where the funds are withdrawn and then deposited into the new account within a specified time frame).
06
Sign and date the form, ensuring that all the information provided is accurate and complete.
07
Submit the form as per the instructions provided by your current retirement account provider or the new account institution.
Who needs rollover verification form?
01
Any individual who wishes to transfer or rollover funds from their existing retirement account to a new account or financial institution may need to fill out a rollover verification form. This may include individuals who are changing jobs, retiring, consolidating multiple retirement accounts, or simply seeking to take advantage of better investment options or account terms offered by a different institution.
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