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33 Plaza La Prensa Santa Fe, NM 87507 (505) 4769300 phone (505) 9540370 fax www.nmpera.orgMember Request for RolloverInstructions: Please print or type in dark ink. This form must be completed in
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How to fill out co-payee request for rollover
How to fill out co-payee request for rollover
01
Obtain the necessary co-payee request for rollover form from your financial institution.
02
Fill out your personal information, including your name, address, and account number.
03
Provide details about the rollover, such as the amount you wish to rollover and the account it should be transferred from.
04
Sign and date the form, certifying that the information provided is accurate and authorizing the rollover request.
05
Submit the completed form to your financial institution for processing.
Who needs co-payee request for rollover?
01
Any individual who wants to transfer funds from one retirement account to another retirement account, such as an IRA rollover, may need to fill out a co-payee request for rollover form.
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What is co-payee request for rollover?
Co-payee request for rollover is a form used to request the transfer of funds from one retirement account to another, typically from one employer-sponsored plan to another or from an individual retirement account (IRA) to a qualified plan.
Who is required to file co-payee request for rollover?
The account holder or participant is usually required to file the co-payee request for rollover in order to initiate the transfer of funds.
How to fill out co-payee request for rollover?
To fill out a co-payee request for rollover, the account holder will need to provide information about the sending and receiving accounts, the amount to be transferred, and any special instructions.
What is the purpose of co-payee request for rollover?
The purpose of a co-payee request for rollover is to facilitate the tax-deferred transfer of retirement funds between different accounts without triggering a taxable event.
What information must be reported on co-payee request for rollover?
The co-payee request for rollover typically requires information such as account numbers, amounts to be transferred, account holder details, and signatures.
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