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PRO22 20212022 Parent Verification of IRA and/or Pension Rollovers OSU Student ID (A plus 8 digits)Please Use Black or Blue Ink Student Name:The OSU Office of Scholarships and Financial Aid must,

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How to fill out pension rollovers

01

Contact your current plan administrator to request a distribution form.

02

Complete the form with your personal information, including account details and the amount you wish to rollover.

03

Decide if you want to do a direct rollover (where the money is transferred directly to your new retirement account) or an indirect rollover (where you receive the funds and have 60 days to deposit them into a new retirement account).

04

Submit the completed form to your plan administrator and follow up to ensure the rollover is processed in a timely manner.

Who needs pension rollovers?

01

Individuals who are changing jobs and want to move their retirement savings from a previous employer's plan to a new employer's plan or an individual retirement account (IRA).

02

Retirees who want to consolidate their retirement savings into a single account for easier management and potential investment opportunities.

03

People who want to take advantage of investment options or lower fees offered by a new retirement plan provider.

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What is pension rollovers?

Pension rollovers refer to transferring funds from one retirement account to another without incurring tax penalties.

Who is required to file pension rollovers?

Individuals who transfer funds from one retirement account to another are required to file pension rollovers.

How to fill out pension rollovers?

Pension rollovers can be filled out by completing the necessary forms provided by the financial institution handling the transfer.

What is the purpose of pension rollovers?

The purpose of pension rollovers is to allow individuals to move retirement funds between accounts without incurring tax consequences.

What information must be reported on pension rollovers?

Information such as the amount transferred, the account numbers involved, and the reason for the transfer must be reported on pension rollovers.

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