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Massachusetts Laborers Annuity Fund 14 New England Exec. Park. Burlington MA 01803 Tel: 7812721000 Fax: 7812722226MASSACHUSETTS LABORERS ANNUITY FUND REJECTION OF DIRECT ROLLOVERATTENTION: Before
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The rollover rejection document (rollover rejectiondoc) is a formal document used to indicate that a rollover of funds from one retirement plan to another has been rejected.
Typically, the financial institution or plan administrator that received the rollover request is required to file the rollover rejection document.
To fill out the rollover rejection document, provide information such as the account holder's details, the reason for rejection, and relevant plan information. Follow the instructions provided by the specific financial institution or regulatory body.
The purpose of the rollover rejection document is to formally notify all parties involved that a requested rollover has not been processed and to provide a record for compliance and audit purposes.
The rollover rejection document must report details such as the account owner's name, account number, the financial institutions involved, the reason for rejection, and any applicable dates.
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