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PRINTRESETIRA TRANSFER/ROLLOVER FORM IMPORTANT: If transferring to a new Denmark Funds account, please complete a new Account Application Form along with Transfer of Assets Form. SECTION 1: Account

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How to fill out direct rollover form

01

Contact your current plan administrator to obtain the direct rollover form.

02

Fill out the required information including your personal details, the amount you wish to rollover, and the receiving institution’s information.

03

Indicate whether you want the funds sent via check or electronically.

04

Sign and date the form before submitting it to your plan administrator.

Who needs direct rollover form?

01

Individuals who are looking to transfer funds from a retirement account to another eligible retirement account without incurring taxes or penalties.

02

Anyone who is changing jobs or retiring and wants to move their retirement savings to a new plan.

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What is direct rollover form?

Direct rollover form is a document that allows an individual to transfer funds from one retirement account to another without incurring tax penalties.

Who is required to file direct rollover form?

Individuals who want to transfer funds from one retirement account to another are required to file a direct rollover form.

How to fill out direct rollover form?

To fill out a direct rollover form, one must provide information about the sending and receiving accounts, including account numbers, names, and addresses.

What is the purpose of direct rollover form?

The purpose of a direct rollover form is to facilitate the transfer of funds between retirement accounts while avoiding tax consequences.

What information must be reported on direct rollover form?

On a direct rollover form, one must report details about the sending and receiving accounts, the amount to be transferred, and any applicable tax withholding.

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