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PremiumChoice Investment Service PremiumChoice Retirement ServicePortfolioWithdrawal requestServicesIf you're making a withdrawal from a super or pension account, please read the Important information
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How to fill out for rollovers please use

01
Gather all the necessary documents for the rollover application.
02
Contact your current retirement account provider and request the necessary rollover paperwork.
03
Fill out the required forms accurately and provide any supporting documentation if needed.
04
Review the completed forms to ensure all information is correct and nothing is missing.
05
Submit the rollover application to your current retirement account provider, either online or by mail.
06
Wait for the rollover process to be completed, which may take several weeks.
07
Once the funds have been transferred to the new account, review the account balance to ensure everything is as expected.

Who needs for rollovers please use?

01
Individuals who want to transfer funds from one retirement account to another, such as moving funds from a 401(k) to an IRA.
02
Individuals who are changing employers and want to rollover their 401(k) funds to a new employer's retirement plan.
03
Individuals who want to consolidate multiple retirement accounts into a single account for ease of management.
04
Individuals who have inherited a retirement account and want to rollover the funds into their own retirement account.
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Individuals who want more control over their retirement funds and investment options.
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Form 1099-R is used to report distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, and more.
Payers of distributions and administrators of retirement plans are required to file form 1099-R.
Form 1099-R requires information such as recipient's name, address, taxpayer identification number, distribution amount, code for the type of distribution, and more.
The purpose of form 1099-R is to report distributions made from retirement or profit-sharing plans to the IRS and recipients.
Information such as the recipient's name, address, taxpayer identification number, distribution amount, distribution code, taxable amount, federal income tax withheld, and more must be reported on form 1099-R.
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