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Request for Direct Rollover of Funds to the Pension Boards Please send this completed and signed form to the financial institution from which you are rolling over funds. Name (last, first, middle

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How to fill out request for direct rollover

01

Obtain the necessary forms: Contact your retirement account provider or plan administrator to request the forms required for a direct rollover.

02

Fill out the forms: Complete the forms accurately and provide all the required information, including your personal details, rollover instructions, and account information.

03

Attach supporting documents: Depending on the specific requirements of your retirement account provider, you may need to include additional documents, such as a copy of your identification or a recent account statement.

04

Review and double-check: Before submitting the request, review all the information filled out in the forms to ensure accuracy and completeness.

05

Submit the request: Send the completed forms and any required supporting documents to your retirement account provider via mail or electronically, as instructed.

06

Follow up: If necessary, follow up with your retirement account provider to track the progress of your request and address any potential issues or concerns.

07

Await confirmation: Wait for confirmation from your retirement account provider regarding the successful completion of the direct rollover request. Keep a copy of the confirmation for your records.

Who needs request for direct rollover?

01

Individuals who have funds in a qualified retirement account, such as a 401(k) or an IRA, and wish to transfer those funds directly to another retirement account without any tax consequences may need to submit a request for direct rollover.

02

Employers may also need to facilitate the process of direct rollovers for their employees who are transitioning to a new job or retiring.

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What is request for direct rollover?

A request for direct rollover is a form that allows individuals to transfer retirement funds from one account to another without any tax consequences.

Who is required to file request for direct rollover?

Individuals who want to move their retirement funds from one account to another are required to file a request for direct rollover.

How to fill out request for direct rollover?

To fill out a request for direct rollover, individuals need to provide information about the accounts involved and authorize the transfer of funds.

What is the purpose of request for direct rollover?

The purpose of a request for direct rollover is to allow individuals to move retirement funds between accounts without incurring taxes.

What information must be reported on request for direct rollover?

Information such as account numbers, amount to be transferred, and authorization signatures must be reported on a request for direct rollover.

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