Get the free SamCERA ROLLOVER/TRANSFER CERTIFICATION FORM - samcera

ROLLOVER/TRANSFER CERTIFICATION FORM Camera San Mateo County Employees Retirement Association 100 Marine Parkway, Suite 125 Redwood City, CA 94065 Phone: (650) 599-1234 Toll-Free: (800) 339-0761 Fax:

How to fill out samcera rollovertransfer certification form

How to fill out SAMCERA Rollover/Transfer Certification Form:

1. Begin by downloading the SAMCERA Rollover/Transfer Certification Form from the official SAMCERA website or obtaining a physical copy from the SAMCERA offices.
2. Fill in your personal information, including your full name, social security number, date of birth, and contact information.
3. Provide details about your previous employer, such as the company name, address, and contact information.
4. Indicate the type of retirement plan you are transferring or rolling over funds from, such as a 401(k), 403(b), or IRA.
5. Attach any required documentation, such as a copy of the most recent statement from your previous retirement account.
6. If you are transferring funds to an existing SAMCERA account, provide your current SAMCERA account number.
7. Specify the amount you wish to transfer or rollover to SAMCERA.
8. Sign and date the form, certifying that the information you have provided is accurate and complete.
9. Keep a copy of the completed form for your records and submit the original form to SAMCERA either by mail or in person at their offices.

Who needs SAMCERA Rollover/Transfer Certification Form?

1. Members who are transitioning from previous employment to employment covered by SAMCERA.
2. Individuals who have retirement funds in an external plan and would like to transfer or roll over those funds into a SAMCERA account.
3. Anyone who wishes to consolidate their retirement savings into a single account for better management and planning purposes.

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What is samcera rollovertransfer certification form?

The samcera rollovertransfer certification form is a document used to certify the rollover or transfer of retirement funds to the SamCERA retirement system.

Who is required to file samcera rollovertransfer certification form?

Any member or participant of the SamCERA retirement system who completes a rollover or transfer of retirement funds into their SamCERA account is required to file the certification form.

How to fill out samcera rollovertransfer certification form?

The form can be filled out electronically or manually by providing information about the rollover or transfer, including the amount, source, and date of the funds.

What is the purpose of samcera rollovertransfer certification form?

The purpose of the form is to document the rollover or transfer of retirement funds into the SamCERA account, ensuring compliance with the system's regulations.

What information must be reported on samcera rollovertransfer certification form?

The form requires details such as the amount of funds transferred, the source of the funds, the date of the transfer, and any relevant account information.