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Direct Rollover Authorization Letter Products and financial services provided by American United Life Insurance Company a One America company One American Square, P Box 368. O. Indianapolis, IN 46206-0368

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What is direct rollover authorization letter?

Direct rollover authorization letter is a document that allows a plan participant to authorize the direct transfer of retirement funds from one plan to another without triggering a taxable event.

Who is required to file direct rollover authorization letter?

Plan participants who wish to transfer their retirement funds directly from one plan to another are required to file a direct rollover authorization letter.

How to fill out direct rollover authorization letter?

Direct rollover authorization letter must be filled out with the participant's personal information, details of the old and new retirement plans, and authorization for the transfer of funds.

What is the purpose of direct rollover authorization letter?

The purpose of direct rollover authorization letter is to facilitate the direct and tax-free transfer of retirement funds between qualified plans.

What information must be reported on direct rollover authorization letter?

Direct rollover authorization letter must include the participant's name, social security number, contact information, details of the old and new retirement plans, and authorization signature.

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