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ROLLOVER from your Retirement Investments for Plans Subject to QJSAIMPORTANT INFORMATION PLEASE READ BEFORE FILLING OUT FORMULATIONS? For account information, to check the status of your request or

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How to fill out rollover

01

Gather all necessary information such as account numbers and contact information for both the current and receiving institutions.

02

Contact the current institution to initiate the rollover process.

03

Complete any required paperwork or forms provided by the current institution.

04

Specify whether you want a direct rollover (where the funds are transferred directly from one institution to another) or an indirect rollover (where you receive a distribution that you must then deposit into another eligible account within 60 days to avoid tax penalties).

05

Follow up with both institutions to ensure the transfer is completed successfully.

Who needs rollover?

01

Individuals looking to transfer retirement funds from one account to another without incurring tax penalties.

02

Those changing jobs and wanting to move their 401(k) funds to a new employer's plan or an individual retirement account (IRA).

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What is rollover?

Rollover is the transfer of funds from one retirement account to another without incurring a tax liability.

Who is required to file rollover?

Individuals who wish to move funds from one retirement account to another are required to file rollover.

How to fill out rollover?

Rollover form can be obtained from the financial institution managing the retirement account, and it must be filled out accurately with information regarding the transfer of funds.

What is the purpose of rollover?

The purpose of rollover is to allow individuals to transfer funds from one retirement account to another without incurring taxes, penalties, or early withdrawal fees.

What information must be reported on rollover?

The information that must be reported on rollover includes the amount of funds being transferred, the name of the current retirement account, and the name of the receiving retirement account.

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