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Rollover Contribution Form
McKenzie County Healthcare Systems 403(b) Plan
Employee Full Name (please print)Social Security NumberEmail AddressDaytime Phone Number611046As a participant or eligible
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How to fill out roll over contribution forms
How to fill out roll over contribution forms
01
Obtain a roll over contribution form from your financial institution.
02
Provide your personal information such as name, address, and social security number.
03
Specify the type of retirement account you have and the account number.
04
Indicate the amount you wish to roll over from your existing retirement account to the new one.
05
If necessary, provide instructions for any additional investment options or funds.
06
Sign and date the form.
07
Submit the completed form to your financial institution.
Who needs roll over contribution forms?
01
Individuals who have a retirement account and wish to move their funds to a different retirement account or institution.
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What is roll over contribution forms?
Roll over contribution forms are paperwork used to transfer funds from one retirement account to another without triggering a taxable event.
Who is required to file roll over contribution forms?
Individuals who are transferring funds from one retirement account to another are required to file roll over contribution forms.
How to fill out roll over contribution forms?
To fill out roll over contribution forms, individuals must provide personal information, details of the accounts involved, and the amount being transferred.
What is the purpose of roll over contribution forms?
The purpose of roll over contribution forms is to ensure that the transfer of funds between retirement accounts is done correctly and without penalties.
What information must be reported on roll over contribution forms?
Information such as the account numbers, names of the account holders, and the amount being transferred must be reported on roll over contribution forms.
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