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DOMINIC FUNDS COVERALL EDUCATION SAVINGS ACCOUNT (ESA)
CERTIFICATION OF ROLLOVER ASSETS
DOMINIC IMPACT INVESTMENTS, P.O. Box 9785Providence, RI 029409785 18005826757Use this form to certify the eligibility
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How to fill out certification of rollover assets
How to fill out certification of rollover assets
01
Obtain the certification of rollover assets form from your financial institution or retirement plan provider.
02
Carefully review the instructions and requirements for filling out the form.
03
Gather all the necessary information and documentation, such as account statements or records of the assets being rolled over.
04
Fill out the personal information section of the form, providing your name, address, Social Security number, and other requested details.
05
Complete the section related to the rollover assets, including the type of assets being rolled over, their value, and any applicable account numbers.
06
If required, provide additional details or explanations about the rollover assets.
07
Double-check all the information you have provided to ensure accuracy and completeness.
08
Sign and date the certification of rollover assets form.
09
Submit the completed form to your financial institution or retirement plan provider as per their instructions.
10
Keep a copy of the filled-out form for your records.
Who needs certification of rollover assets?
01
Individuals who are rolling over assets from one retirement plan to another typically need certification of rollover assets.
02
This includes individuals who are changing jobs and transferring funds from an employer-sponsored retirement plan to an individual retirement account (IRA), or individuals consolidating multiple retirement accounts into a single plan.
03
The certification is often required by financial institutions or retirement plan providers to ensure compliance with tax regulations and proper documentation of the asset transfer.
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What is certification of rollover assets?
Certification of rollover assets is a document that verifies the transfer of retirement funds from one account to another, typically from a retirement plan to an IRA.
Who is required to file certification of rollover assets?
Individuals who complete a rollover of retirement funds from one account to another are required to file certification of rollover assets.
How to fill out certification of rollover assets?
To fill out certification of rollover assets, individuals need to provide information about the original account, the new account, and certify that the rollover meets the requirements of the IRS.
What is the purpose of certification of rollover assets?
The purpose of certification of rollover assets is to ensure that the rollover of retirement funds is done in accordance with IRS regulations and that the funds maintain their tax-deferred status.
What information must be reported on certification of rollover assets?
Information such as the original account details, the amount rolled over, the new account details, and a certification that the rollover meets IRS requirements must be reported on certification of rollover assets.
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