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Clear Co-transfer / DIRECT ROLLOVER REQUEST Forward To: 214 W. 9th Street Oneida, KS 665210420 P) 800.521.9897 F) 913.901.4190 Customerservice@mainstartrust.comPlease Print or Type1. MAINSTAY ACCOUNT

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How to fill out transfer direct rollover request

01

To fill out a transfer direct rollover request, follow these steps:

02

Obtain the necessary transfer direct rollover request form from your financial institution or retirement plan provider.

03

Fill in your personal details, including your full name, address, social security number, and contact information.

04

Provide information about your existing retirement account, including the account type and account number.

05

Specify the amount you wish to transfer as a direct rollover.

06

Indicate the receiving financial institution or retirement plan where you want the funds to be transferred.

07

Review the completed form for accuracy and ensure all required fields are filled out.

08

Sign and date the transfer direct rollover request form.

09

Submit the form to your financial institution or retirement plan provider for processing.

10

Follow up with the receiving financial institution or retirement plan to ensure the transfer is successfully completed.

Who needs transfer direct rollover request?

01

Anyone with an existing retirement account who wants to transfer their funds to another financial institution or retirement plan may need to fill out a transfer direct rollover request. This request is often used when changing jobs, consolidating retirement accounts, or seeking better investment options. It is important to check with your current financial institution or retirement plan provider to determine their specific requirements for initiating a transfer direct rollover.

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What is transfer direct rollover request?

Transfer direct rollover request is a request to move assets from one retirement account to another without the assets being distributed to the account holder.

Who is required to file transfer direct rollover request?

Individuals who want to move their retirement savings from one account to another are required to file a transfer direct rollover request.

How to fill out transfer direct rollover request?

To fill out a transfer direct rollover request, the account holder needs to provide personal information, details of the accounts involved, and instructions for the transfer.

What is the purpose of transfer direct rollover request?

The purpose of transfer direct rollover request is to facilitate the tax-free movement of retirement assets between accounts.

What information must be reported on transfer direct rollover request?

Transfer direct rollover request must include information such as account holder's name, account numbers, contact information, and transfer instructions.

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