Get the free direct rollover request form 2136 - archstl

Do not use this form to request a direct rollover to an IRA or an eligible retirement plan instead complete a Direct Rollover Request Form No. 2136-ER and a Traditional IRA Enrollment Application and Adoption Agreement Form No. 3025-TN if rolling over to a Diversified IRA. Distribution Request Termination of Employment/Retirement Instructions To request a distribution complete all applicable sections of this form obtain any required signatures and return the form to Diversified at the above...

How to fill out direct rollover request form

How to fill out a direct rollover request form:

1. Start by providing your personal details such as your name, address, and contact information.
2. Indicate the type of retirement account you are requesting a direct rollover from, such as a traditional IRA or a 401(k) plan.
3. Provide the account number and the financial institution where the funds are currently held.
4. Specify the amount you wish to rollover and whether you want the funds to be sent to your new retirement account or to you directly.
5. If you are choosing to rollover the funds to a new retirement account, provide the account number and financial institution details for the receiving account.
6. Sign and date the form.
7. Submit the completed form to your current financial institution for processing.

Who needs a direct rollover request form:

1. Individuals who are looking to transfer funds from one retirement account to another, such as from a 401(k) plan to an Individual Retirement Account (IRA).
2. Those who want to consolidate multiple retirement accounts into a single account to simplify management.
3. People who are changing jobs and want to move their retirement savings from their previous employer's plan to a new plan or account.

For pdfFiller’s FAQs

What is direct rollover request form?

The direct rollover request form is a document that is used to request the transfer of funds from a retirement account to another retirement account without incurring any taxes or penalties.

Who is required to file direct rollover request form?

Individuals who wish to transfer their retirement funds from one account to another are required to file a direct rollover request form.

How to fill out direct rollover request form?

To fill out the direct rollover request form, you will need to provide your personal information, details of the retirement accounts involved, and instructions for the transfer of funds. The form must be signed and dated.

What is the purpose of direct rollover request form?

The purpose of the direct rollover request form is to facilitate the transfer of funds from one retirement account to another, without incurring taxes or penalties.

What information must be reported on direct rollover request form?

The direct rollover request form typically requires information such as your name, contact information, account details, the amount of funds to be transferred, and instructions for the transfer.

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