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Colorado ERA 401(k) Plan Rollover ING Attn: Colorado ERA 401(k) Plan PO Box 5599 Boston, MA 02206-5599 1-800-759-PERA (7372) www.copera.org ERA s 401(k) Plan can accept rollovers of tax-deferred (or
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How to fill out rollover contribution form-rev 1008doc:

01
Obtain the form: The rollover contribution form-rev 1008doc can usually be obtained from your financial institution or the Internal Revenue Service (IRS) website.
02
Provide personal information: Start by entering your personal details, such as your name, address, and Social Security number, in the designated fields on the form.
03
Specify the rollover type: Indicate whether you are making a direct rollover or an indirect rollover from a retirement account. Provide the necessary information regarding the original account and the receiving account.
04
Report distribution information: If you are rolling over a distribution from a retirement account, provide details about the distribution, including the amount, date, and type of distribution.
05
Include any required certifications: Depending on the type of rollover, you may need to include certain certifications, such as a certification that you have satisfied the 60-day rollover requirement for an indirect rollover.
06
Sign and date the form: Ensure that you sign and date the rollover contribution form-rev 1008doc to confirm the accuracy of the information provided.
07
Submit the form: Once completed, submit the form to the appropriate party, such as your financial institution or the IRS, as instructed.

Who needs rollover contribution form-rev 1008doc:

01
Individuals planning to make a rollover contribution from one retirement account to another may require the rollover contribution form-rev 1008doc.
02
This form is necessary for individuals who want to initiate a direct or indirect rollover from a 401(k) plan, individual retirement account (IRA), or another eligible retirement account.
03
Anyone who wants to report a rollover distribution to the IRS and ensure compliance with the tax regulations should utilize the rollover contribution form-rev 1008doc.
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The rollover contribution form-rev 1008doc is a document used to report contributions made to a retirement account that are transferred from another retirement account.
Individuals who have made rollover contributions to their retirement accounts are required to file the rollover contribution form-rev 1008doc.
To fill out the rollover contribution form-rev 1008doc, individuals need to provide information about the amount of the contribution, the source of the funds, and the receiving retirement account.
The purpose of the rollover contribution form-rev 1008doc is to report and document contributions made to retirement accounts via rollovers from other retirement accounts.
The rollover contribution form-rev 1008doc must include details such as the amount of the contribution, the source of the funds, the sending retirement account information, and the receiving retirement account information.
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