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Municipal Employees Retirement System of Michigan 800.767.MERS (6377) www.mersofmich.com457 Distribution/Direct Rollover Form Does this online! Log into your Myers account from www.mersofmich.comYou
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How to fill out 457 distributiondirect rollover form

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How to fill out 457 distributiondirect rollover form

01
To fill out the 457 distribution direct rollover form, follow these steps:
02
Obtain the form from your 457 plan administrator or download it from their website.
03
Provide your personal information, including your name, address, and social security number.
04
Enter the details of your 457 plan, such as the plan name and account number.
05
Indicate the amount you want to rollover and specify whether it's a partial or full distribution.
06
Choose whether you want the rollover to be processed as a direct rollover or as a 60-day rollover.
07
Provide the details of the receiving financial institution, including the name, address, and account number.
08
Sign and date the form.
09
Submit the completed form to your 457 plan administrator for processing.

Who needs 457 distributiondirect rollover form?

01
Anyone who has a 457 retirement plan and wants to transfer their funds to another financial institution or retirement account may need to fill out the 457 distribution direct rollover form. This form is necessary for individuals who wish to initiate a direct rollover from their 457 plan to another eligible retirement account, such as an IRA or another employer-sponsored retirement plan.
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The 457 distribution direct rollover form is a document used to request the transfer of retirement funds from a 457 plan to another qualified retirement account without incurring immediate tax liabilities.
Individuals who are withdrawing funds from their 457 retirement plan and wish to roll over those funds into another retirement account are required to file this form.
To fill out the form, provide required personal information, specify the amount to be rolled over, and indicate the receiving retirement account details. Ensure all sections are completed accurately.
The purpose of the form is to facilitate the direct transfer of funds between retirement accounts, ensuring that account holders do not incur taxes or penalties associated with early withdrawals.
Information required includes the participant's name, social security number, the amount to be rolled over, and details of the receiving institution, including account numbers.
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