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MERRILL. A BANK OF AMERICACOMPANYBank of America CorporationDIRECT ROLLOVER DELIVERY INSTRUCTIONS For IndividualsPLAN PARTICIPANTS: Complete this form and give it to your Employer/Plan Administrator/Plan
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How to fill out direct rollover delivery instructions

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How to fill out direct rollover delivery instructions

01
Obtain the necessary forms from your retirement plan administrator.
02
Fill out the forms accurately and completely. Provide your personal information, such as your name, address, social security number, and contact information.
03
Indicate that you want to perform a direct rollover by selecting the appropriate option on the form.
04
Provide the details of the receiving financial institution where you want to transfer your retirement funds, such as the institution's name, address, and account number.
05
Specify the amount or percentage of funds you wish to rollover.
06
Sign and date the form, following any additional instructions provided by your retirement plan administrator.
07
Submit the completed form to your retirement plan administrator for processing.
08
Keep a copy of the form for your records.

Who needs direct rollover delivery instructions?

01
Individuals who have accumulated retirement savings in an employer-sponsored retirement plan, such as a 401(k) or 403(b), and wish to transfer those funds directly to another qualified retirement account, such as an individual retirement account (IRA), may need to fill out direct rollover delivery instructions.
02
Direct rollover delivery instructions are typically required by retirement plan administrators to ensure a smooth and accurate transfer of funds from one account to another. They help facilitate the direct rollover process and provide necessary information about the individual's desired transfer, such as the receiving financial institution and the amount or percentage of funds to be rolled over.
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Direct rollover delivery instructions are instructions provided by a participant or beneficiary of a retirement plan specifying how a distribution should be rolled over to another eligible retirement plan or IRA without incurring any tax penalties.
Participants or beneficiaries of a retirement plan who wish to rollover a distribution to another eligible retirement plan or IRA are required to file direct rollover delivery instructions.
Direct rollover delivery instructions can usually be filled out by completing a form provided by the plan administrator or financial institution facilitating the rollover. The form typically requires information such as the receiving institution's name, account number, and address.
The purpose of direct rollover delivery instructions is to ensure that a distribution from a retirement plan is transferred directly to another eligible retirement plan or IRA, avoiding tax withholding and penalties.
Direct rollover delivery instructions typically require details such as the receiving institution's name, address, account number, and the participant's or beneficiary's information to ensure a smooth rollover process.
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