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Rollover Request Form
Nectar Super
November 2016
Neath Custodians Pty Limited (Neath Custodians)
ABN 12 008 508 496 ADSL 238346 RSE L0000673
Neath Mastermind (Fund)
ABN 53 789 980 697 RSE R1001525
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What is rollover request form?
A rollover request form is a document used to transfer funds from one retirement account to another without incurring taxes or penalties.
Who is required to file rollover request form?
Individuals who wish to transfer funds from one retirement account to another are required to file a rollover request form.
How to fill out rollover request form?
To fill out a rollover request form, individuals must provide information about the sending and receiving accounts, as well as details about the transfer amount and reason for the rollover.
What is the purpose of rollover request form?
The purpose of a rollover request form is to facilitate the tax-free transfer of funds between retirement accounts.
What information must be reported on rollover request form?
Information reported on a rollover request form typically includes account numbers, transfer amounts, and the reason for the rollover.
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