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UTAH RETIREMENT SYSTEMS TRADITIONAL IRA WITHDRAWAL (For rollovers, complete form DCRL2) INSTRUCTIONS: 1. Use this form to request a withdrawal from the Utah Retirement Systems (URS) Traditional IRA. 2.
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How to fill out for rollovers complete form

01
Obtain the rollovers complete form from the appropriate financial institution or plan administrator.
02
Provide your personal information, such as your name, address, and social security number.
03
Specify the type of rollover you are requesting, whether it is a direct rollover or an indirect rollover.
04
Include details of the account you are transferring funds from, such as the account number and the name of the financial institution.
05
Indicate the account you want the funds to be transferred to, including the account number and the name of the receiving financial institution.
06
Sign and date the form to certify the accuracy of the information provided.
07
Submit the completed form to the financial institution or plan administrator as per their instructions.

Who needs for rollovers complete form?

01
Anyone who wishes to transfer funds from one retirement account to another, such as an IRA rollover, may need to fill out a rollovers complete form. This includes individuals who are changing jobs, retiring, or consolidating their retirement savings into a single account.
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The rollovers complete form is a document used to report rollovers of retirement funds.
Anyone who has rolled over retirement funds during the tax year is required to file the rollovers complete form.
To fill out the rollovers complete form, you need to provide information about the rollover amounts, the date of rollover, and any taxes withheld.
The purpose of the rollovers complete form is to report rollover transactions to the IRS and ensure proper tax treatment.
The information that must be reported on the rollovers complete form includes the amount of the rollover, the source of the funds, and any taxes withheld.
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