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Rollover/Direct Rollover Certification 1555 12th Street, Suite 900 Oakland, CA 94607 Phone: (877) 5450544 Fax: (866) 2284009Account Informational (as it appears in your plan)ACCOUNT NUMBERSOCIAL SECURITY
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Name as it appears refers to the exact name or title of an individual or entity as it is written or displayed.
Any individual or entity that is asked to provide their name or title as it appears, such as on official documents or forms, is required to file name as it appears.
To fill out name as it appears, simply write down the exact name or title of the individual or entity without any alterations or abbreviations.
The purpose of name as it appears is to accurately identify and represent the individual or entity in a consistent manner across various documents and records.
The information that must be reported on name as it appears includes the full legal name of the individual or entity without any variations.
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