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Participant Transfer Request Private Sector Operations Page 1 of 1 Phone: 8007722182 nationwide.com IMPORTANT: Completion of this form alone will not initiate the transfer of funds from your current

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How to fill out participant withdrawaldirect rollover request

01

Obtain the necessary withdrawal or direct rollover form from the retirement plan administrator.

02

Fill out the form with your personal information, including name, address, social security number, and account number.

03

Indicate whether you want to withdraw the funds or rollover them into another retirement account.

04

If choosing a direct rollover, provide the account information for the receiving institution.

05

Sign and date the form, and submit it to the retirement plan administrator.

Who needs participant withdrawaldirect rollover request?

01

Participants who are looking to withdraw funds from their retirement account or rollover funds into another retirement account.

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What is participant withdrawaldirect rollover request?

Participant withdrawaldirect rollover request is a formal request made by a participant to move funds from one retirement account to another without triggering tax consequences.

Who is required to file participant withdrawaldirect rollover request?

Participants who wish to transfer funds from one retirement account to another are required to file a withdrawaldirect rollover request.

How to fill out participant withdrawaldirect rollover request?

Participants can fill out the withdrawaldirect rollover request form provided by the financial institution handling the retirement accounts.

What is the purpose of participant withdrawaldirect rollover request?

The purpose of participant withdrawaldirect rollover request is to allow participants to move retirement funds between accounts without facing tax implications.

What information must be reported on participant withdrawaldirect rollover request?

Participant withdrawaldirect rollover request must include details such as account numbers, transfer amount, and contact information.

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