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Qualified Retirement Account Transfer/Direct Rollover1455 West Lake Street Minneapolis, MN 554082666 Phone (612) 8273611 Toll Free (800) 9458851 Fax (612) 8270658 www.sonsofnorway.cominstructions:

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How to fill out how a 401k rollover

01

Contact your current 401k plan administrator and inform them that you want to do a direct rollover.

02

Choose a new financial institution or retirement account provider to receive the funds.

03

Complete the necessary paperwork provided by both the current and new institutions.

04

Transfer the funds from your current 401k account directly to the new account to avoid taxes and penalties.

05

Monitor the rollover process to ensure it is completed correctly and in a timely manner.

Who needs how a 401k rollover?

01

Individuals who are changing jobs and want to consolidate their retirement savings

02

Those who have retired or are no longer eligible for their current employer's 401k plan

03

Anyone looking to take advantage of better investment options or lower fees offered by a different financial institution

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What is how a 401k rollover?

A 401k rollover is the transfer of funds from a retirement account to another retirement account without incurring a tax penalty.

Who is required to file how a 401k rollover?

Individuals who are changing jobs or retiring and wish to move their retirement savings from one account to another are required to file a 401k rollover.

How to fill out how a 401k rollover?

To fill out a 401k rollover, individuals must contact their retirement account provider to initiate the transfer process and complete any necessary paperwork.

What is the purpose of how a 401k rollover?

The purpose of a 401k rollover is to consolidate retirement savings, maintain tax benefits, and continue saving for retirement without incurring penalties.

What information must be reported on how a 401k rollover?

Information such as the amount transferred, the account numbers of the old and new accounts, and the reason for the rollover must be reported on a 401k rollover.

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