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PHILLIPS ACADEMY IRA ROLLOVER REQUEST TO PLAN ADMINISTRATOR Date: Dear: (IRA Custodian Firm, Contact and Address) Please accept this letter as my request to make a 2019 qualified charitable distribution
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Open your web browser and go to the website www.andover.edu/files/documents/phillips-academy-ira-rollover.
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Scroll down to find the section dedicated to the IRA Rollover.
03
Download the required documents by clicking on the provided links.
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Fill out the documents according to the instructions provided.
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Who needs wwwandoveredufilesdocumentsphillips academy ira rollover?

01
Individuals who have an IRA (Individual Retirement Account) and wish to roll it over into a Phillips Academy IRA, as specified by the website www.andover.edu, may need to fill out the documents mentioned.
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The wwwandoveredufilesdocumentsphillips academy ira rollover refers to a specific process or set of documents related to rolling over an Individual Retirement Account (IRA) associated with Phillips Academy.
Individuals who have an IRA account or beneficiaries of IRA accounts with Phillips Academy are typically required to file the necessary documents for an IRA rollover.
To fill out the documents for the wwwandoveredufilesdocumentsphillips academy ira rollover, one should follow the specific instructions provided in the documents, ensuring all personal and account information is accurate.
The purpose of the wwwandoveredufilesdocumentsphillips academy ira rollover is to facilitate the transfer of retirement funds from one IRA account to another without incurring tax penalties.
Information required typically includes personal identification details, account numbers, the amount being rolled over, and signature authorizations.
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