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Capable Direct Incoming Rollover/Transfer Formulations? Call 833CALABLE (8332252253) P.O. Box 44309 Jacksonville, FL 32231 Visit www.CalABLE.ca.gov Or contact the Program via email at CalALBLEsupport×Capable.ca.gov Please

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What is rollovertransfer request able account?

Rollover/transfer request able account is an account where funds from one retirement account are moved into another retirement account without triggering a taxable event.

Who is required to file rollovertransfer request able account?

Individuals who are transferring funds from one retirement account to another are required to file a rollover/transfer request.

How to fill out rollovertransfer request able account?

To fill out a rollover/transfer request, the individual must provide details of the transferring and receiving accounts along with any necessary documentation.

What is the purpose of rollovertransfer request able account?

The purpose of a rollover/transfer request is to facilitate the movement of funds between retirement accounts without incurring taxes.

What information must be reported on rollovertransfer request able account?

The rollover/transfer request must include account details, amount transferred, and any relevant tax information.

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