Get the free Distribution Rollover

Get Form

Show details

Questions? Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. Distribution Rollover Use this form to request a rollover distribution from your 401(a), 401(k), 403(b) or 457(b)

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign distribution rollover

Edit your distribution rollover form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your distribution rollover form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit distribution rollover online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Follow the steps below to benefit from a competent PDF editor:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.

3

Edit distribution rollover. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.

4

Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

With pdfFiller, it's always easy to deal with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out distribution rollover

How to fill out distribution rollover:

01

Gather necessary information: Before starting to fill out the distribution rollover form, you need to gather all the relevant information. This includes details about the distribution (such as the amount and type of distribution), your retirement account information, and the receiving account information.

02

Obtain the distribution rollover form: Contact your retirement account provider or financial institution to obtain the distribution rollover form. This form is typically provided by the institution that holds your retirement account.

03

Fill out personal information: The distribution rollover form will require you to provide your personal information, such as your name, address, social security number, and account number. Make sure to double-check the accuracy of this information before submitting the form.

04

Specify distribution details: In the form, you will need to specify the details of the distribution such as the amount you wish to rollover, the date of the distribution, and the type of distribution (e.g., traditional IRA, 401(k), etc.).

05

Provide receiving account information: You will need to provide the information of the receiving account where you want to rollover the distribution. This includes the account number, institution name, and address. It's important to ensure you input the correct information to avoid any potential issues.

06

Review and sign the form: Before submitting the distribution rollover form, carefully review all the information you have entered. Ensure there are no errors or omissions. Once you have reviewed everything, sign the form.

07

Submit the form: Send the completed and signed distribution rollover form to your retirement account provider or financial institution. It's recommended to keep a copy of the form for your records.

Who needs distribution rollover:

01

Individuals changing jobs: When changing jobs, individuals may choose to rollover the funds from their previous employer's retirement plan (such as a 401(k)) into their new employer's plan or an individual retirement account (IRA).

02

Retirees: Those who have reached retirement age and are looking to access the funds in their retirement account may opt for a distribution rollover to transfer the funds to a more suitable account or to simply withdraw the funds.

03

Individuals consolidating retirement accounts: Some individuals may have multiple retirement accounts from different employers or financial institutions. These individuals may choose to consolidate their accounts by rolling over distributions from various accounts into a single account for ease of management.

Fill form : Try Risk Free

Rate the form

4.7

Satisfied

36 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How can I manage my distribution rollover directly from Gmail?

Using pdfFiller's Gmail add-on, you can edit, fill out, and sign your distribution rollover and other papers directly in your email. You may get it through Google Workspace Marketplace. Make better use of your time by handling your papers and eSignatures.

How do I fill out the distribution rollover form on my smartphone?

On your mobile device, use the pdfFiller mobile app to complete and sign distribution rollover. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to discover more about our mobile applications, the features you'll have access to, and how to get started.

How do I edit distribution rollover on an iOS device?

No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign distribution rollover right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.

What is distribution rollover?

Distribution rollover refers to the transfer of retirement plan funds from one account to another without triggering a taxable event.

Who is required to file distribution rollover?

Individuals who receive retirement plan distributions and wish to roll them over to another eligible retirement account are required to file distribution rollover forms.

How to fill out distribution rollover?

To fill out a distribution rollover form, individuals need to provide information about the source of the distribution, the receiving account, and certify that the rollover meets the requirements of the IRS.

What is the purpose of distribution rollover?

The purpose of distribution rollover is to allow individuals to transfer retirement funds between accounts without incurring taxes or penalties.

What information must be reported on distribution rollover?

Information such as the amount of the distribution, the receiving account number, and the date of the rollover must be reported on distribution rollover forms.

Fill out your distribution rollover online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now