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State Employees Retirement System2101 South Veterans Parkway P.O. Box 19255 Springfield, IL 6279492552177857444 Email: sers@srs.illinois.gov Fax: 2175249039srs.illinois.govTransfer/Rollover Certification

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How to fill out transfer - rollover certification

01

Obtain the transfer - rollover certification form from your financial institution or retirement account provider.

02

Fill out your personal information including name, address, and account number.

03

Specify the type of transfer or rollover you are requesting (e.g. direct transfer, indirect rollover, etc).

04

Provide details of the receiving account including the institution name, account number, and address.

05

Sign and date the form to certify the accuracy of the information provided.

Who needs transfer - rollover certification?

01

Individuals who are looking to transfer or rollover funds from one retirement account to another, such as from a 401(k) to an IRA, will need a transfer - rollover certification.

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What is transfer - rollover certification?

Transfer - rollover certification is a document required by the IRS when transferring or rolling over retirement funds from one account to another to verify that the funds were handled properly according to tax regulations.

Who is required to file transfer - rollover certification?

Any individual or entity involved in transferring or rolling over retirement funds is required to file transfer - rollover certification.

How to fill out transfer - rollover certification?

Transfer - rollover certification can be filled out by providing information about the source and destination accounts, the amount transferred, and the reason for the transfer or rollover.

What is the purpose of transfer - rollover certification?

The purpose of transfer - rollover certification is to ensure that retirement funds are transferred or rolled over correctly to avoid penalties or taxes.

What information must be reported on transfer - rollover certification?

Transfer - rollover certification must include details about the accounts involved, the amount transferred, the date of transfer, and the reason for the transfer or rollover.

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