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Case 1:15cv13825WGY Document 215 Filed 04/17/20-Page 1 of 15IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF MASSACHUSETTS John Brothers ton and Joan Glance, individually and as representatives
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How to fill out former participant rollover form

01
To fill out the former participant rollover form, follow these steps:
02
Obtain the former participant rollover form from the relevant financial institution or retirement plan provider.
03
Fill in your personal information, such as your full name, address, date of birth, and social security number.
04
Provide details about the retirement plan you are transferring from, including the plan name, account number, and employer information.
05
Indicate whether you want a direct rollover to another retirement plan or a distribution of funds.
06
If you choose a direct rollover, provide the information of the receiving retirement plan, such as the plan name, account number, and address.
07
If you opt for a distribution, specify the distribution method and any applicable tax withholding.
08
Sign and date the form.
09
Submit the filled-out form to the financial institution or retirement plan provider for processing.
10
Keep a copy of the completed form for your records.

Who needs former participant rollover form?

01
Former participants in retirement plans who wish to transfer their funds to another retirement plan or receive a distribution need to fill out the former participant rollover form.
02
This form is also required by individuals who want to rollover their retirement savings into an Individual Retirement Account (IRA) or another eligible retirement plan.
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The former participant rollover form is a document used to transfer funds from a retirement account of a former employee to another retirement account or investment vehicle.
Former employees who want to move funds from their old retirement account to a new retirement account are required to file the former participant rollover form.
The former participant rollover form can usually be obtained from the financial institution holding the old retirement account. The form must be filled out with personal and account information, as well as details of the new account where the funds will be transferred.
The purpose of the former participant rollover form is to facilitate the transfer of funds from an old retirement account to a new one without incurring taxes or penalties.
The former participant rollover form typically requires information such as the former employee's name, account numbers, details of the old and new retirement accounts, and the amount to be transferred.
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