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Fact sheet and importability and rollover What this fact sheet covers is this fact sheet for? This fact sheet explains how to roll over of all or part of your Uniquer account to another complying

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What is portability and rollover?

Portability and rollover refer to the ability to transfer assets or funds from one retirement account to another without incurring taxes or penalties.

Who is required to file portability and rollover?

Individuals who are changing jobs or retiring and have funds in a previous employer's retirement plan may need to file for portability and rollover.

How to fill out portability and rollover?

To fill out portability and rollover, individuals need to contact their retirement plan administrator and request the necessary forms to transfer their funds.

What is the purpose of portability and rollover?

The purpose of portability and rollover is to allow individuals to maintain the tax-advantaged status of their retirement savings when transferring funds between accounts.

What information must be reported on portability and rollover?

Individuals must report details of the receiving account, the amount being transferred, and the reason for the transfer on the portability and rollover forms.

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