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CHECKLIST B:Rollover from ERICA Plan to
New CommissionsBased IRA Account
If the FA is making a recommendation for the client to roll over or otherwise transfer assets from an ERICA Plan to a new IRA
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What is checklist b - cfd?
Checklist b - cfd is a form used to report certain financial information to the government.
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Entities meeting specific criteria set by the government are required to file checklist b - cfd.
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Checklist b - cfd can be filled out electronically or manually following the guidelines provided by the government.
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The purpose of checklist b - cfd is to ensure that certain financial information is reported accurately to the government.
What information must be reported on checklist b - cfd?
Checklist b - cfd requires reporting of specific financial data such as assets, liabilities, and revenue.
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