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Clear P.O. Box 30171 Lansing, MI 489097671Michigan.gov/ORSToll Free: 8003815111 Fax: 5172844416PrintQualified Plantsman Transfer Certification For Purchasing Service Credit MEMBERS NAME (LAST, FIRST,

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How to fill out qualified plan-to-plan transfer certificationfor

01

Obtain the qualified plan-to-plan transfer form from the plan administrator.

02

Fill out your personal information such as name, address, and Social Security number.

03

Provide information about the transferring plan, including the plan name, employer name, and account number.

04

Indicate the amount you wish to transfer and the reason for the transfer.

05

Sign and date the form before submitting it to the plan administrator.

Who needs qualified plan-to-plan transfer certificationfor?

01

Individuals who are moving funds from one qualified retirement plan to another qualified plan are required to fill out a qualified plan-to-plan transfer certification form.

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What is qualified plan-to-plan transfer certification for?

Qualified plan-to-plan transfer certification is used to certify the transfer of assets from one retirement plan to another plan without incurring taxes or penalties.

Who is required to file qualified plan-to-plan transfer certification for?

Employers or plan administrators are required to file qualified plan-to-plan transfer certification when transferring assets between retirement plans.

How to fill out qualified plan-to-plan transfer certification for?

Qualified plan-to-plan transfer certification can be filled out by providing information about the transferring and receiving plans, the transferred assets, and certifying that the transfer meets the requirements for tax-free transfers.

What is the purpose of qualified plan-to-plan transfer certification for?

The purpose of qualified plan-to-plan transfer certification is to ensure that assets are transferred between retirement plans in a tax-efficient manner.

What information must be reported on qualified plan-to-plan transfer certification for?

Information such as the names and EINs of the transferring and receiving plans, the amount and type of assets transferred, and a certification that the transfer meets the requirements of the tax code.

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