Get the free Rollover Request Form - HealthEquity
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Account Authorization Form
Mail or fax completed forms to:
Address: HealthEquity, An: Member Services
15 W Scenic Point Dr, Ste 100, Draper, UT 84020
Fax:
801.727.1005Authorizaon for Account Information
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How to fill out rollover request form
How to fill out rollover request form
01
To fill out a rollover request form, follow these steps:
02
Obtain the rollover request form from your current retirement account provider.
03
Read the instructions carefully to understand the requirements and necessary information.
04
Provide your personal details, including your full name, address, contact number, and social security number.
05
Fill in your current retirement account details, such as the account number, account type, and current balance.
06
Specify the rollover destination by providing the name and contact information of the receiving retirement account provider.
07
Indicate the type of rollover you prefer, whether it's a direct rollover or a 60-day rollover.
08
If required, provide any additional documentation or forms requested by your current retirement account provider.
09
Double-check all the information you have entered to ensure accuracy and completeness.
10
Sign and date the rollover request form.
11
Submit the completed form to your current retirement account provider either electronically or by mail.
12
Keep a copy of the filled-out form for your records.
Who needs rollover request form?
01
Anyone who wishes to transfer or rollover their existing retirement account funds to another retirement account needs a rollover request form.
02
This may include individuals who are changing employers, retiring, or consolidating their retirement accounts.
03
It is essential to fill out the form accurately and provide all the necessary information to ensure a smooth and successful rollover process.
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What is rollover request form?
A rollover request form is a document used to initiate the transfer of funds from one retirement account to another without triggering tax penalties.
Who is required to file rollover request form?
Individuals who wish to transfer funds from their retirement accounts, such as 401(k) plans or IRAs, to another retirement account are required to file a rollover request form.
How to fill out rollover request form?
To fill out a rollover request form, provide personal information such as name, account numbers, and details about both the sending and receiving accounts, sign the form, and submit it to the financial institution.
What is the purpose of rollover request form?
The purpose of the rollover request form is to formally request the transfer of retirement account assets in order to avoid tax penalties and maintain the tax-deferred status of the funds.
What information must be reported on rollover request form?
The rollover request form must report personal information, account numbers, the amount being rolled over, and details about both the current and new retirement accounts.
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