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PO Box 9394 Des Moines, IA 503069394 Fax (866) 7043481Principal Life Insurance CompanyCOVID19 Related WithdrawalParticipant/Spouse completes Sections 1, 2, 3, 4, and 5. Plan Sponsor or TPA completes
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A PDF rollover form is a document used for rolling over funds from one retirement account to another, specifically for reporting the transfer of retirement assets.
Individuals who are rolling over funds from their retirement accounts, such as IRAs or 401(k)s, are typically required to file the PDF rollover form.
To fill out the PDF rollover form, you must provide your personal information, details about the retirement accounts involved, the amount being rolled over, and any other required information as specified by the form.
The purpose of the PDF rollover form is to officially document and report the transfer of retirement funds, ensuring it complies with IRS regulations.
The information that must be reported includes personal identification details, account numbers of the retirement plans, amount rolled over, and signatures where applicable.
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