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Walgreens ERICA Settlement P.O. Box 2009 Chanhassen, MN 553172009 www.WalgreensERISA.comFORMER PARTICIPANT ROLLOVER Forms Former Participant Rollover Form is ONLY for Class Members who are Former
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How to fill out former participant rollover form

01
To fill out the former participant rollover form, follow these steps:
02
Review the instructions provided with the form to ensure you have all the necessary information.
03
Gather the required documents, such as your previous account statements and personal identification.
04
Complete the personal information section of the form, including your full name, contact details, and social security number.
05
Provide details about your previous retirement account, such as the account type and account number.
06
Indicate whether you want to rollover the funds into another retirement account or receive a distribution.
07
If choosing to rollover, provide the details of the receiving account, including the account type and account number.
08
Sign and date the form.
09
Submit the form to the designated institution or plan administrator for processing.
10
Keep a copy of the completed form for your records.

Who needs former participant rollover form?

01
Anyone who has previously participated in a retirement account and wishes to transfer or rollover their funds to another account or receive a distribution may need to fill out the former participant rollover form.
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The former participant rollover form is a document used to transfer retirement savings from a previous employer's plan to a new retirement account.
Former participants who are moving retirement savings from one account to another are required to file the former participant rollover form.
Former participants can fill out the former participant rollover form by providing information about their previous retirement account, new retirement account, and authorization for the transfer.
The purpose of the former participant rollover form is to facilitate the transfer of retirement savings from one account to another without incurring taxes or penalties.
The former participant rollover form must include details about the former participant's previous retirement account, the new retirement account, and any necessary authorization for the transfer.
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