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Rollover Form (page 1 of 2) CNI MR 401(k) Savings and Investment Plan 51373-1-1 SOCIAL SECURITY NUMBER FIRST NAME LAST NAME STREET ADDRESS E-MAIL ADDRESS CITY BIRTH DATE MI STATE ZIP PAYROLL FREQUENCY
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How to fill out rollover form page 1:

01
Gather necessary information: Before starting to fill out the rollover form page 1, make sure you have all the required documents and information handy. This may include your personal information, details about your previous retirement account, and any other relevant financial information.
02
Complete the personal information section: Begin by filling out the personal information section on page 1 of the rollover form. This typically includes your name, address, social security number, and contact details. Ensure that all the information provided is accurate and up-to-date.
03
Provide details about your previous retirement account: Proceed by entering the necessary details about your previous retirement account. This might include the name of the institution or provider, the account number, and any additional information required. Double-check the accuracy of these details to avoid any potential complications.
04
Indicate the type of rollover: Next, you'll need to specify the type of rollover you are requesting. This could be a direct rollover, where the funds are transferred directly from your previous retirement account to the new one, or an indirect rollover, where you receive the funds and then have a limited amount of time to deposit them into the new account.
05
Review and sign the form: Once you have completed all the necessary sections on page 1 of the rollover form, take a moment to review the information you have provided. Check for any errors or omissions. Finally, sign and date the form, confirming that all the provided details are accurate to the best of your knowledge.

Who needs rollover form page 1?

01
Individuals planning to transfer funds from their previous retirement account to a new one.
02
Individuals who have changed jobs and need to rollover their 401(k) or other retirement accounts.
03
Individuals who are retiring and want to consolidate their retirement savings into a single account.
04
Individuals who want to take advantage of better investment options or lower fees offered by a different retirement account provider.
05
Individuals who have inherited a retirement account and need to rollover the funds into their own account.
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Rollover form page 1 is a document used to report rollover contributions made to retirement accounts.
Individuals who made rollover contributions to their retirement accounts are required to file rollover form page 1.
Rollover form page 1 can be filled out by providing details of the rollover contributions made, including the amount, account information, and date of contribution.
The purpose of rollover form page 1 is to report and document rollover contributions made to retirement accounts for tax purposes.
Information such as the amount of rollover contributions, account numbers, and dates of contribution must be reported on rollover form page 1.
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