Get the free TRANSFER/ROLLOVER REQUEST FORM Lightstone
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TRANSFER/ROLLOVER REQUEST FORM Light stone Forward To: First Trust Retirement, c/o DST Systems, Inc. Regular Mail Overnight Delivery PO Box 219002 Mail Stop: Light stone Group REIT Kansas City, MO
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How to fill out transferrollover request form lightstone
How to fill out transferrollover request form lightstone
01
To fill out the transfer/rollover request form for Lightstone, please follow these steps:
02
Start by entering your personal information such as your name, address, and contact details in the designated fields.
03
Provide your account information, including the account type and account number that you wish to transfer or rollover.
04
Indicate the transfer/rollover type, whether it is a full transfer or partial transfer/rollover.
05
Specify the receiving institution's information, including their name, address, and contact details.
06
Provide any additional instructions or notes regarding the transfer/rollover.
07
Sign and date the form to confirm the accuracy of the information provided.
08
Make a copy of the completed form for your records.
09
Submit the form to the appropriate department or institution as instructed, either by mail or electronically.
10
Wait for confirmation or further instructions from the receiving institution regarding the transfer/rollover process.
11
Note: It is recommended to consult with a financial advisor or the respective institutions involved for any specific requirements or procedures.
Who needs transferrollover request form lightstone?
01
Anyone looking to transfer or rollover their funds or assets from one Lightstone account to another or to another financial institution may need the transfer/rollover request form.
02
This form is used to initiate the process and provide all the necessary information for a successful transfer/rollover.
03
Individuals who are changing jobs, retiring, or consolidating their investments may commonly utilize this form.
04
It is important to check with the specific institution or financial advisor to confirm if this form is applicable to your situation.
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