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Get the free ROLLOVER FORM Equity-League 401(k) Plan

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EquityLeague 401(k) Benefit Fund TH 165 West 46 St., 14 Fl. New York, NY 10036 (212) 8699380 or toll-free (800) 3445220DEFERRED SALARY AGREEMENT* Participant's Name: First Middle Last Address: Street
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How to fill out rollover form equity-league 401k

01
To fill out the rollover form for the Equity-League 401k, follow these steps:
02
Obtain the rollover form from the Equity-League website or contact their customer service.
03
Read the instructions on the form carefully to ensure you provide all the required information.
04
Fill in your personal details such as name, address, and contact information.
05
Provide your current 401k plan details, including the account number and the amount you wish to rollover.
06
Indicate whether you want a direct rollover or an indirect rollover.
07
If opting for direct rollover, provide the details of the receiving financial institution, such as their name, address, and account number.
08
If opting for indirect rollover, provide your mailing address so that a check can be sent to you, along with any applicable tax withholding information.
09
Review the completed form for accuracy and ensure you have signed and dated it.
10
Submit the form to the designated address or follow any additional instructions mentioned on the form.
11
Keep a copy of the completed form for your records.

Who needs rollover form equity-league 401k?

01
Anyone who has a 401k account with Equity-League and wishes to transfer their funds to another retirement account or financial institution may need to fill out the rollover form. This could include individuals who are changing jobs, retiring, or simply consolidating their retirement savings.
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The rollover form for Equity-League 401k is a document used to transfer retirement funds from one qualified plan to another, specifically designed for participants of the Equity-League 401k plan.
Participants of the Equity-League 401k plan who wish to transfer their funds to another retirement account are required to file the rollover form.
To fill out the rollover form for Equity-League 401k, users should provide personal information, details of the current plan, the receiving plan information, and sign the form to authorize the transfer.
The purpose of the rollover form is to facilitate the transfer of retirement savings between plans, ensuring that the funds remain tax-deferred and are appropriately managed according to the account holder's investment preferences.
The information that must be reported includes the participant's personal details, current 401k account information, details of the new retirement account, and any required signatures.
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