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FirstEnergy Corp PLEASE KEEP A COPY OF THIS DOCUMENT FOR YOUR RECORDS SAVINGS PLAN ROLLOVER CONTRIBUTION APPLICATION Please Print FORM 423 (Rev.12-09) SEND COMPLETED SIGNED FORM AND DOCUMENTATION
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01
Start by opening the rolloverdoc form on your computer or device.
02
Begin by filling out your personal information, such as your name, address, and contact details.
03
Next, provide details about the rollover transaction, including the type of retirement account you are transferring from and the account you are rolling over into.
04
Make sure to accurately enter the account numbers and any other required identification information.
05
If there are any specific instructions or requests related to the rollover, include them in the designated fields.
06
Review all the information you have entered to ensure its accuracy and completeness.
07
Once you are satisfied with the form, sign and date it according to the provided instructions.
08
Follow any additional submission or mailing instructions provided by the form or the financial institution.
Who needs rolloverdoc?
01
Individuals who are planning to transfer funds from one retirement account to another may need a rolloverdoc form.
02
It is often required when rolling over funds from a 401(k) into an Individual Retirement Account (IRA) or vice versa.
03
People who have changed jobs and want to transfer the funds from their previous employer's retirement plan to a new one may also need a rolloverdoc.
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What is rolloverdoc?
Rolloverdoc is a document used to report rollover transactions involving retirement accounts.
Who is required to file rolloverdoc?
Financial institutions and individuals involved in rollover transactions are required to file rolloverdoc.
How to fill out rolloverdoc?
Rolloverdoc can be filled out electronically or manually, depending on the preference of the filer.
What is the purpose of rolloverdoc?
The purpose of rolloverdoc is to ensure transparency and compliance with reporting requirements for rollover transactions.
What information must be reported on rolloverdoc?
Rolloverdoc must include information such as account details, transaction amount, and dates of the rollover.
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