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Utah Retirement Systems PO Box 1590 Salt Lake City, Utah 84110-1590 (801) 366-7720 or (800) 688-4015 Fax (801) 366-7445 or (800) 753-7445 www.urs.org UTAH RETIREMENT SYSTEMS 457 WITHDRAWAL INSTRUCTIONS:
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How to fill out urs 457 rollover form
How to fill out URS 457 rollover form?
01
Obtain the URS 457 rollover form from your retirement plan administrator or download it from the URS website.
02
Fill in your personal information, such as your name, address, and contact details, in the designated fields on the form.
03
Provide your current plan information, including the name of your current retirement plan, account number, and the balance you wish to roll over.
04
Indicate whether you would like to roll over the funds into a new retirement plan or an individual retirement account (IRA).
05
If you choose to roll over the funds into an IRA, provide the name and contact information of the financial institution where you intend to open the IRA.
06
Sign and date the URS 457 rollover form, certifying that the information provided is true and accurate.
07
Submit the completed form to the appropriate party, typically your retirement plan administrator or URS.
Who needs URS 457 rollover form?
01
Employees who are enrolled in a URS 457 retirement plan and wish to transfer or roll over their funds to another retirement plan or an individual retirement account.
02
Individuals who have changed jobs or retired and want to consolidate their retirement savings into a single account or aim to take advantage of better investment options or lower fees offered by another retirement plan or IRA.
03
Anyone who needs to comply with tax regulations regarding the rollover of retirement funds and wants to ensure a smooth transition of their assets.
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What is urs 457 rollover form?
The urs 457 rollover form is a document used to transfer funds from a 457 retirement plan into another qualified retirement plan or individual retirement account (IRA).
Who is required to file urs 457 rollover form?
Individuals who wish to rollover funds from a 457 retirement plan into another qualified retirement plan or IRA are required to file the urs 457 rollover form.
How to fill out urs 457 rollover form?
To fill out the urs 457 rollover form, you will need to provide your personal information, details about your current 457 retirement plan, and information about the receiving retirement plan or IRA. You may need to consult with your plan administrator or financial institution for specific instructions on filling out the form.
What is the purpose of urs 457 rollover form?
The purpose of the urs 457 rollover form is to facilitate the transfer of funds from a 457 retirement plan to another qualified retirement plan or IRA, allowing individuals to continue saving for retirement and potentially gain more control over their investment choices.
What information must be reported on urs 457 rollover form?
The urs 457 rollover form typically requires information such as your name, contact details, account information for the current 457 retirement plan, details about the receiving retirement plan or IRA, and any specific instructions or requests regarding the rollover.
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