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Incoming Rollover Direct Rollover 401(a) Plan City and County of Broomfield Money Purchase Plan for General Employees9526501Do not send payment with this form. Once your rollover is approved, Service
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A rollover is a transfer of funds from one retirement account to another.
Individuals who have completed a rollover are required to report it on their tax returns.
You can fill out the information regarding your rollover on the appropriate tax forms provided by the IRS.
The purpose of reporting a rollover is to ensure that the funds are accounted for and any tax implications are properly addressed.
You must report the amount of the rollover, the date it occurred, and the accounts involved.
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