Get the free 457 Rollover Contribution Form - Voya Financial

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18007486128www.mipensionplus.org457 Rollover Contribution FormNameSocial Security NumberAddress X × × × XX Date of Birth:CityStateZipPrior Plan Name:Pretax Rollover Amount: complete this Rollover

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How to fill out 457 rollover contribution form

01

To fill out a 457 rollover contribution form, follow these steps:

02

Obtain the necessary form from your financial institution or employer.

03

Provide your personal information such as name, address, and Social Security number.

04

Indicate the amount you want to contribute as a rollover from another eligible retirement plan.

05

Enter the details of the retirement plan from which you are transferring the funds.

06

Include any special instructions or requests, if necessary.

07

Double-check all the information you have provided and make sure it is accurate.

08

Sign and date the form.

09

Submit the completed form to your financial institution or employer as per their instructions.

Who needs 457 rollover contribution form?

01

Individuals who have funds in an eligible retirement plan and wish to rollover those funds into a 457 plan may need to fill out a 457 rollover contribution form.

02

This form is typically required by financial institutions or employers to facilitate the transfer of funds.

03

It is recommended to consult with a financial advisor or tax professional to determine if a 457 rollover contribution form is necessary in your specific situation.

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