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JP Morgan ERICA Fee Settlement c/o Analytics Consulting LLC P.O. Box 2010 Chanhassen MN, 553172010 www.JPMorganERISAFeeSettlement.com Email: info@JPMorganERISAfeesettlement.comFORMER PARTICIPANT ROLLOVER
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How to fill out former participant rollover form

01
Step 1: Obtain the former participant rollover form from your retirement plan administrator or download it from their website.
02
Step 2: Review the instructions and requirements for completing the form.
03
Step 3: Fill out your personal information, including your name, address, social security number, and contact information.
04
Step 4: Provide details about your former retirement plan, including the name of the plan, account number, and any other requested information.
05
Step 5: Indicate the amount you wish to rollover from your former retirement plan and provide the necessary instructions for the rollover.
06
Step 6: Review the completed form for accuracy and make any necessary corrections.
07
Step 7: Sign and date the form.
08
Step 8: Submit the form to your retirement plan administrator either by mail or electronically, as instructed.
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Step 9: Keep a copy of the completed form for your records.

Who needs former participant rollover form?

01
Former employees or participants who have left a retirement plan and wish to rollover their funds into another qualified retirement plan or individual retirement account (IRA) will need to fill out the former participant rollover form.
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The former participant rollover form is a document used to transfer retirement funds from a previous employer's retirement plan to a new retirement account.
Former employees who are transferring their retirement funds to a new retirement account are required to file the former participant rollover form.
To fill out the former participant rollover form, the individual must provide personal information, details of the previous retirement account, and information about the new retirement account.
The purpose of the former participant rollover form is to facilitate the transfer of retirement funds between accounts when an individual changes jobs or retires.
The former participant rollover form must include personal information, details of the previous retirement account, and information about the new retirement account.
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