Get the free Direct Rollover Form

Return to : John Hancock Life Insurance Company Fixed Products Operations, S-8 380 Stuart Street Boston, MA 02117 Toll Free # : 1-800-624-5155 DIRECT ROLLOVER FORM (For Defined Benefit Plans) Employer

How to fill out direct rollover form

How to fill out direct rollover form:

1. Obtain the direct rollover form from your retirement plan administrator or the financial institution where you are moving your funds.
2. Fill in your personal information, including your name, address, Social Security number, and contact information.
3. Provide the details of your existing retirement account, such as the plan name, account number, and the name of the financial institution where the funds are held.
4. Specify the amount or percentage of funds you wish to roll over to the new account.
5. Indicate whether you want the funds to be directly deposited into the new account or if you prefer to receive a check made payable to the new account.
6. If you opt for a check, provide the new account information, including the account holder's name, account number, and the name of the financial institution.
7. Review the completed form for accuracy and make sure all required fields are filled in.
8. Sign and date the form, and keep a copy for your records.
9. Submit the form to your retirement plan administrator or the financial institution, following their specific instructions.

Who needs direct rollover form:

1. Individuals who are changing jobs and want to move their retirement funds from their previous employer's plan to a new retirement account.
2. Those who are retiring and need to transfer their retirement funds from their employer's plan to an individual retirement account (IRA) or another qualified retirement plan.
3. Individuals who are consolidating their retirement accounts and want to roll over funds from multiple accounts into a single account for better management and investment options.

For pdfFiller’s FAQs

What is direct rollover form?

Direct rollover form is a document used to transfer funds from a retirement account to another retirement account without incurring taxes.

Who is required to file direct rollover form?

Individuals who are rolling over funds from one retirement account to another are required to file a direct rollover form.

How to fill out direct rollover form?

To fill out a direct rollover form, you need to provide your personal information, details of the retirement accounts involved, and instructions on how the funds should be transferred.

What is the purpose of direct rollover form?

The purpose of a direct rollover form is to facilitate the tax-free transfer of funds between retirement accounts.

What information must be reported on direct rollover form?

The direct rollover form must report the name and account number of the sending and receiving retirement accounts, the amount being transferred, and any special instructions for the transfer.

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