Get the free Partial Rollover Request - Form N057 Mar 2017.docx
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PARTIAL ROLLOVER REQUEST
Use this form to request a partial rollover from your Nationwide Super account to another super fund.
If you are considering starting an income stream with this benefit, contact
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How to fill out partial rollover request
How to fill out partial rollover request
01
To fill out a partial rollover request, follow these steps:
02
Contact your retirement account provider to request a partial rollover form.
03
Fill out the form with your personal information, including your name, address, and contact information.
04
Provide the details of the specific investments or assets you wish to partially rollover.
05
Indicate the amount or percentage of the investments you want to rollover.
06
Specify the rollover destination, such as another retirement account or a taxable investment account.
07
Sign and date the form.
08
Submit the completed form to your retirement account provider for processing.
09
Follow up with your provider to ensure the partial rollover request has been executed according to your instructions.
Who needs partial rollover request?
01
Individuals who wish to transfer only a portion of their retirement account investments or assets need to submit a partial rollover request.
02
This could be someone who wants to move a specific investment to a different account, or someone who wants to diversify their retirement savings across multiple accounts or investment options.
03
Additionally, individuals who are required to take mandatory withdrawals from their retirement account but don't want to liquidate their entire investment may also need to request a partial rollover.
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What is partial rollover request?
A partial rollover request is a request to transfer only a portion of the funds from one retirement account to another.
Who is required to file partial rollover request?
Individuals who want to transfer only a portion of their retirement account funds to another account are required to file a partial rollover request.
How to fill out partial rollover request?
To fill out a partial rollover request, individuals must provide details of the accounts involved, the amount to be transferred, and any specific instructions for the transfer.
What is the purpose of partial rollover request?
The purpose of a partial rollover request is to allow individuals to transfer only a portion of their retirement savings while keeping the rest in their original account.
What information must be reported on partial rollover request?
The partial rollover request must include details of the accounts involved, the amount to be transferred, and any specific instructions for the transfer.
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