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T E WAS COLLEGE SAV KINGS PLAN Account Maintenance FormInstructions Print clearly in all CAPITAL LETTERS using blue or black ink. The following changes may be made on this form. Selective changes

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How to fill out change of trustee rollover

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Obtain the necessary forms for the change of trustee rollover.

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Fill out the forms completely and accurately with the relevant information.

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Submit the completed forms and documentation to the appropriate authority or institution.

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Follow up to ensure that the change of trustee rollover is processed successfully.

Who needs change of trustee rollover?

01

Individuals or entities who wish to change the trustee of a trust or retirement account.

02

Trustees who are no longer able or willing to serve in their role and need to transfer their responsibilities to a new trustee.

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What is change of trustee rollover?

A change of trustee rollover is a process where the trustee of a trust is changed to a new trustee.

Who is required to file change of trustee rollover?

The current trustee of a trust is required to file a change of trustee rollover.

How to fill out change of trustee rollover?

A change of trustee rollover form must be completed with the details of the old and new trustees, as well as the reason for the change.

What is the purpose of change of trustee rollover?

The purpose of a change of trustee rollover is to update the trustee information for a trust.

What information must be reported on change of trustee rollover?

The change of trustee rollover form must include the names and contact information of the old and new trustees, as well as the reason for the trustee change.

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