Get the free MEMBER UNCLIAMED REFUND/ROLLOVER FORM

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33 Plaza La Prensa Santa Fe, NM 87507 (505) 4769300 phone (505) 9540370 fax www.nmpera.orgMember Request for RefundInstructions: Please print or type in dark ink. This notarized form must be completed

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How to fill out member uncliamed refundrollover form

01

Obtain the member unclaimed refund/rollover form from the appropriate department or website.

02

Fill out the form completely and accurately with all the required information including your personal details, account information, and reason for refund/rollover.

03

Attach any necessary supporting documents such as identification, account statements, or proof of eligibility.

04

Double check the form for any errors or missing information before submitting.

05

Submit the completed form to the designated office or department for processing.

Who needs member uncliamed refundrollover form?

01

Members who have unclaimed refunds or wish to rollover funds from one account to another may need to fill out the member unclaimed refund/rollover form.

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What is member uncliamed refundrollover form?

The member unclaimed refund rollover form is a document used to transfer unclaimed member refunds to a designated retirement account.

Who is required to file member uncliamed refundrollover form?

Plan administrators are required to file the member unclaimed refund rollover form on behalf of the plan members.

How to fill out member uncliamed refundrollover form?

The form is typically filled out by providing the necessary member information, details of the refund amount, and specifying the retirement account for the rollover.

What is the purpose of member uncliamed refundrollover form?

The purpose of the form is to ensure that unclaimed member refunds are transferred to a retirement account for future benefits.

What information must be reported on member uncliamed refundrollover form?

The form typically requires information such as member name, address, Social Security number, refund amount, and details of the receiving retirement account.

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