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Incoming Rollover Request Instructions Use this form to initiate a direct rollover of your existing retirement account to your retirement account with Transamerica. Complete Sections A, B, C and D,

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How to fill out direct rollover request

01

Obtain the necessary forms from your current retirement account provider, usually called a Direct Rollover Request form.

02

Fill out the form with your personal information, including your name, address, social security number, and account number.

03

Specify the amount you want to rollover to the new retirement account, as well as the account information for the receiving institution.

04

Sign and date the form, and make sure to follow any additional instructions provided by your current account provider.

05

Submit the completed form to your current retirement account provider for processing.

Who needs direct rollover request?

01

Individuals who are looking to transfer funds from one retirement account to another without incurring taxes or penalties.

02

People who are changing employers or retiring and want to consolidate their retirement savings in one account.

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What is direct rollover request?

Direct rollover request is a method of transferring retirement funds from one account to another without the money being distributed to the individual, thus avoiding taxes and penalties.

Who is required to file direct rollover request?

Any individual who wants to transfer retirement funds from one account to another without incurring taxes and penalties.

How to fill out direct rollover request?

To fill out a direct rollover request, the individual must contact the financial institution holding the funds and request a direct transfer to another eligible retirement account.

What is the purpose of direct rollover request?

The purpose of a direct rollover request is to allow for the tax-free transfer of retirement funds between accounts.

What information must be reported on direct rollover request?

The direct rollover request must include information such as the account numbers of the old and new accounts, the amount to be transferred, and the reason for the transfer.

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