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ROLLOVER AUTHORITY VOYAGE SUPERANNUATION MASTER TRUST Oasis Fund Management Limited (Trustee) ABN 38 106 045 050 ADSL 274331 RSE L0001755 is Trustee of the Oasis Superannuation Master Trust (Trust)

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How to fill out rollover authority form use

01

Obtain the rollover authority form from the institution managing your retirement account.

02

Fill out personal information including your name, address, social security number, and contact information.

03

Indicate the account number of the retirement account you are transferring from and the institution it is held with.

04

Specify the type of rollover you are performing (e.g. direct rollover or trustee-to-trustee transfer).

05

Sign and date the form, ensuring all information is accurate and complete.

06

Submit the form to the institution managing your new retirement account for processing.

Who needs rollover authority form use?

01

Individuals who are looking to transfer funds from one retirement account to another may need to fill out a rollover authority form.

02

This form is typically required by the institution managing the new retirement account in order to facilitate the transfer of funds.

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What is rollover authority form use?

Rollover authority form use is a form that allows an individual to transfer funds from one retirement account to another without incurring taxes or penalties.

Who is required to file rollover authority form use?

Any individual looking to make a rollover from one retirement account to another is required to file the rollover authority form.

How to fill out rollover authority form use?

To fill out the rollover authority form, an individual must provide information about the transferring and receiving retirement accounts, as well as details about the rollover amount.

What is the purpose of rollover authority form use?

The purpose of the rollover authority form is to ensure that the transfer of funds between retirement accounts is done in a compliant manner.

What information must be reported on rollover authority form use?

The rollover authority form must include details about the transferring and receiving retirement accounts, as well as the amount being rolled over.

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