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FICAAlternativePlan IncomingRolloverRequestwww.bencorplans.com Instructions Use this form to initiate a direct rollover of your existing retirement account to your plan retirement account being serviced
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Open the updated rollover depositdocx file on your computer.
02
Read the instructions carefully to understand the information required in each section.
03
Fill out your personal details, such as your full name, address, and contact information.
04
Provide your existing account details, including the account number and type of account being rolled over.
05
Specify the amount you wish to rollover and indicate the investment options you would like to choose.
06
Review the completed form to ensure all the information is accurate and complete.
07
Save the filled-out document before printing or submitting it electronically.
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If submitting electronically, follow the provided instructions to send the file to the designated recipient.

Who needs updated rollover depositdocx?

01
Individuals who have an existing account and want to transfer or rollover funds to another investment option may need the updated rollover depositdocx.
02
Financial institutions or organizations that facilitate account rollovers may also require their clients to fill out this form.
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Updated rollover depositdocx is a form used to report any rollover deposits made into a specific account.
Any individual or entity who has made rollover deposits into the account is required to file updated rollover depositdocx.
To fill out updated rollover depositdocx, you will need to provide information about the rollover deposits made, including the amount, date, and source of the deposit.
The purpose of updated rollover depositdocx is to track and report any rollover deposits made into a specific account.
The information that must be reported on updated rollover depositdocx includes the amount, date, and source of the rollover deposits.
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