Get the free 457 Rollover Contribution Form - mipensionplus

1-800-748-6128 www.mipensionplus.org 457 Rollover Contribution Form Name Address City State Social Security Number Date of Birth: Zip Prior Plan Name: Pre-Tax Rollover Amount: $ Complete this Rollover

How to fill out 457 rollover contribution form

How to fill out 457 rollover contribution form:

1. Obtain the 457 rollover contribution form from your employer's human resources or retirement department.
2. Fill in your personal information, including your name, address, and social security number, in the designated fields.
3. Provide details about your previous retirement account, such as the account holder's name, account number, and the institution where the account is held.
4. Indicate the amount you wish to rollover from your previous retirement account into your 457 plan.
5. If desired, specify how you want the rollover contribution to be allocated among the investment options offered by your 457 plan.
6. Sign and date the form, certifying that the information provided is accurate and that you understand the implications of the rollover contribution.
7. Submit the completed form to the appropriate department or individual responsible for processing 457 rollover contributions.

Who needs 457 rollover contribution form:

1. Employees who have a previous retirement account, such as a 401(k) or 403(b), and wish to transfer the funds into their 457 plan.
2. Individuals who are changing jobs or leaving their current employer and want to consolidate their retirement savings into a single 457 plan.
3. Employees who are eligible for a rollover contribution according to the rules and regulations set forth by their specific 457 plan.

Note: It is advisable to consult with a financial advisor or tax professional before completing the 457 rollover contribution form to ensure compliance with any relevant laws and to determine the potential tax implications of the rollover.

For pdfFiller’s FAQs

What is 457 rollover contribution form?

The 457 rollover contribution form is a document used to transfer funds from an eligible retirement account to another 457 plan without incurring tax penalties.

Who is required to file 457 rollover contribution form?

Individuals who want to roll over funds from an eligible retirement account to a 457 plan are required to file the 457 rollover contribution form.

How to fill out 457 rollover contribution form?

To fill out the 457 rollover contribution form, you need to provide personal information, details of the retirement account you're transferring funds from, and information about the receiving 457 plan. Additionally, you may need to include any additional documentation required by the plan administrator.

What is the purpose of 457 rollover contribution form?

The purpose of the 457 rollover contribution form is to facilitate the tax-free transfer of funds from an eligible retirement account to a 457 plan, allowing individuals to consolidate their retirement savings and potentially take advantage of different investment options.

What information must be reported on 457 rollover contribution form?

The 457 rollover contribution form typically requires reporting of personal information such as your name, address, Social Security number, as well as details of the retirement account being rolled over and the receiving 457 plan.

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