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Products and financial services provided by American United Life Insurance Company a One America company One American Square, P Box 6011. O. Indianapolis, IN 46206-6011 Questions? 1-800-348-6229,
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How to fill out rollovers and direct transfers

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How to fill out rollovers and direct transfers:

01
Gather all necessary documentation such as account statements, account numbers, and contact information for both the sending and receiving financial institutions.
02
Determine whether you want to initiate a rollover or a direct transfer. A rollover involves taking funds from one retirement account and depositing them into another within a specific time frame, while a direct transfer involves moving funds directly from one financial institution to another without any limitations.
03
Contact the sending financial institution and inform them of your intention to perform a rollover or direct transfer. They will provide you with the necessary forms and instructions to complete the process. Some financial institutions may allow you to initiate the process online.
04
Complete the required forms accurately and provide any additional documentation requested by the sending financial institution. This may include a copy of your identification or a signature guarantee.
05
Review the forms and documentation for accuracy before submitting them to the sending financial institution. Ensure that all account numbers and contact information are correct to avoid delays or complications.
06
Follow any additional instructions provided by the sending financial institution, such as mailing the completed forms or submitting them electronically through their website.
07
Contact the receiving financial institution and inform them of the incoming rollover or direct transfer. They will provide you with their specific instructions and any additional documentation required.
08
Follow the instructions provided by the receiving financial institution to complete the rollover or direct transfer process. This may involve signing additional forms or providing further documentation.
09
Continuously monitor the progress of the rollover or direct transfer and follow up with both financial institutions if necessary to ensure a smooth and timely completion.

Who needs rollovers and direct transfers:

01
Individuals who are changing jobs and need to transfer their retirement funds from their previous employer's plan to a new retirement account.
02
Individuals who are retiring and want to consolidate their retirement funds into a single account for easier management.
03
Individuals who want to move their retirement funds from one financial institution to another with better investment options or lower fees.
04
Individuals who want to convert a traditional IRA to a Roth IRA or vice versa.
05
Individuals who have inherited a retirement account and need to move the funds into their own account or an inherited IRA.
06
Individuals who want to protect their retirement funds from taxation by moving them into a self-directed IRA or another qualified retirement plan.
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Rollovers and direct transfers are ways to move retirement funds from one account to another without incurring taxes or penalties.
Individuals who are transferring retirement funds between accounts are required to file rollovers and direct transfers.
To fill out rollovers and direct transfers, individuals must provide information about the receiving and transferring accounts.
The purpose of rollovers and direct transfers is to allow individuals to move retirement funds without tax consequences.
Information such as account numbers, amounts transferred, and account holders must be reported on rollovers and direct transfers.
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