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SAVINGS CLUB ROLLOVER REQUEST and AUTHORIZATIONEmployee Information Employee Name ___ Social Security #: XXXIX___ Employer/Client Name___ Savings Club Elections Rollover 100% of my Vacation Savings

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How to fill out savings club rollover request

01

Obtain savings club rollover request form from the club office or website.

02

Fill out all required fields on the form, including your name, club account number, desired rollover amount, and any other requested information.

03

Double-check the information provided for accuracy and completeness.

04

Submit the completed form to the club office either in person, by mail, or electronically as specified by the club.

05

Await confirmation of the rollover request being processed by the club.

Who needs savings club rollover request?

01

Anyone who is a member of a savings club and wishes to transfer funds from their current account to another account within the same club.

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What is savings club rollover request?

A savings club rollover request is a formal request made by a member of a savings club to roll over their existing savings to the next cycle.

Who is required to file savings club rollover request?

Any member of a savings club who wishes to continue saving into the next cycle is required to file a rollover request.

How to fill out savings club rollover request?

To fill out a savings club rollover request, members need to provide their personal information, current savings balance, and indicate their intention to roll over their savings.

What is the purpose of savings club rollover request?

The purpose of a savings club rollover request is to inform the club administrators about the member's decision to continue saving into the next cycle.

What information must be reported on savings club rollover request?

The savings club rollover request must include the member's name, savings balance, contact information, and signature indicating their consent to the rollover.

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