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City of Austin 457 Deferred Compensation Plan
Participant Incoming Transfer/Direct Rollover
I.PARTICIPANT Informational NameFirst Name. I. Social Security NumberMailing Address (number and street)Telephone
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How to fill out incoming rollover request form
How to fill out incoming rollover request form
01
Start by downloading the incoming rollover request form from the designated website.
02
Fill out your personal information, including your full name, contact details, and social security number.
03
Provide the account details from where the rollover funds are coming, such as the account type, account number, and financial institution.
04
Specify the amount you wish to rollover and indicate whether it is a full or partial transfer.
05
If necessary, provide any additional instructions or special requests related to the rollover.
06
Double-check all the information filled in the form for accuracy and completeness.
07
Sign and date the form at the designated space.
08
Submit the completed form via the designated submission method, such as mailing it to the specified address or submitting it electronically.
09
Keep a copy of the filled-out form for your records.
Who needs incoming rollover request form?
01
Individuals who are planning to transfer their retirement funds from one account to another through a rollover need to fill out the incoming rollover request form. This form is typically required by the financial institutions or retirement account providers involved in the transfer process. It ensures that the necessary instructions and details are provided for a smooth and accurate rollover of funds.
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What is incoming rollover request form?
The incoming rollover request form is a document used to request the transfer of funds from one retirement account to another.
Who is required to file incoming rollover request form?
Individuals who wish to transfer funds from one retirement account to another are required to file the incoming rollover request form.
How to fill out incoming rollover request form?
To fill out the incoming rollover request form, you will need to provide information about the sending and receiving accounts, as well as your personal information.
What is the purpose of incoming rollover request form?
The purpose of the incoming rollover request form is to facilitate the transfer of funds between retirement accounts.
What information must be reported on incoming rollover request form?
The incoming rollover request form must include details about the sending and receiving accounts, as well as information about the account holder.
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