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Office of Financial Aid 504 E. Main Street Titusville, PA 16354 8148274495 Fax: 8148274522 Email: untied Pitt.edu20192020ROLLOVER VERIFICATION FORMStudent Name: Student ID Number: Student Date of

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How to fill out rollover verification form

01

To fill out rollover verification form, follow these steps:

02

Obtain the rollover verification form from your retirement plan administrator or custodian.

03

Provide your personal information such as your name, address, social security number, and contact details.

04

Specify the type of retirement plan rollover you want to verify.

05

Provide details about the retirement plan from which you are rolling over the funds, such as the plan name, plan administrator, and account number.

06

Indicate the new retirement plan or account to which you are rolling over the funds, including the plan name, plan administrator, and account number.

07

Sign and date the form to certify the information provided is accurate.

08

Submit the completed form to your retirement plan administrator or custodian.

Who needs rollover verification form?

01

Anyone who wishes to transfer funds from one retirement plan to another through a rollover transaction needs to fill out a rollover verification form.

02

This form ensures the accuracy of the transfer and provides a record of the transaction for both the individual and the respective retirement plan administrators or custodians.

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What is rollover verification form?

Rollover verification form is a document used to confirm the rollover of retirement funds from one account to another.

Who is required to file rollover verification form?

Individuals who have rolled over retirement funds are required to file rollover verification form.

How to fill out rollover verification form?

To fill out rollover verification form, individuals need to provide details about the original retirement account, the receiving account, and the amount transferred.

What is the purpose of rollover verification form?

The purpose of rollover verification form is to ensure that retirement funds have been transferred appropriately and to avoid any tax implications.

What information must be reported on rollover verification form?

The information reported on rollover verification form includes details of the original retirement account, the receiving account, the amount transferred, and any taxes withheld.

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