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Next Generation Trust Company 401 E. 8th Street, Suite 200H Sioux Falls, South Dakota 57103 Toll Free: 8888578058Rollover/Direct Rollover Certification Former GENERATION SERVICES, LLC, 75 LIVINGSTON

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How to fill out rolloverdirect rollover certification form

01

Step 1: Obtain the RolloverDirect Rollover Certification Form from your financial institution.

02

Step 2: Provide your personal information such as name, address, and Social Security number.

03

Step 3: Indicate the type of retirement account you are planning to rollover, such as an individual retirement account (IRA) or a 401(k) plan.

04

Step 4: Specify the receiving financial institution where you wish to transfer your retirement funds.

05

Step 5: Fill out the account details such as account number and account type at the receiving financial institution.

06

Step 6: Sign and date the form to certify the accuracy of the information provided.

07

Step 7: Submit the completed RolloverDirect Rollover Certification Form to your financial institution for processing.

Who needs rolloverdirect rollover certification form?

01

Anyone who wishes to rollover their retirement funds from one financial institution to another needs the RolloverDirect Rollover Certification Form. This includes individuals who have an existing IRA or 401(k) plan and want to transfer their retirement savings to a different account or institution.

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What is rolloverdirect rollover certification form?

The rolloverdirect rollover certification form is a document used to certify that a rollover distribution has been made from one retirement plan to another.

Who is required to file rolloverdirect rollover certification form?

Individuals who have made a rollover distribution from one retirement plan to another are required to file the rolloverdirect rollover certification form.

How to fill out rolloverdirect rollover certification form?

To fill out the rolloverdirect rollover certification form, individuals need to provide information about the retirement plans involved in the rollover, the amount of the distribution, and certify that the rollover was completed within the required timeframe.

What is the purpose of rolloverdirect rollover certification form?

The purpose of the rolloverdirect rollover certification form is to document and certify that a rollover distribution has been made in compliance with IRS regulations.

What information must be reported on rolloverdirect rollover certification form?

The rolloverdirect rollover certification form must include details about the retirement plans involved, the amount of the distribution, and the date the rollover was completed.

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