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COMPLETE ONLY ONE SIDE AND RETURN THIS FORM ALONG WITH THE APPLICATION PLEASE SEE OTHER SIDE FOR REJECTION OF DIRECT ROLLOVER FORMMASSACHUSETTS LABORERS ANNUITY FUND REJECTION OF DIRECT ROLLOVER ATTENTION:
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How to fill out rollover election or rejection

01
Obtain the rollover election or rejection form from the employer or plan administrator.
02
Fill out your personal details such as name, address, Social Security number, and contact information.
03
Indicate whether you choose to rollover the funds into another retirement account or reject the rollover.
04
Sign and date the form before submitting it to the appropriate party.

Who needs rollover election or rejection?

01
Individuals who are changing jobs and want to transfer their retirement funds to a new employer's plan or an individual retirement account (IRA) may need to fill out a rollover election.
02
Those who do not wish to rollover their retirement funds and instead prefer to cash out or leave the funds in the current plan may need to fill out a rejection form.
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Rollover election or rejection is a process where an individual can choose to rollover retirement plan funds into another qualified plan or reject the rollover.
Any individual who is eligible to rollover retirement plan funds is required to file a rollover election or rejection.
To fill out a rollover election or rejection, the individual must complete the appropriate forms provided by the financial institution handling the retirement plan funds.
The purpose of rollover election or rejection is to give individuals the option to transfer retirement plan funds into another qualified plan or reject the rollover.
On a rollover election or rejection, individuals must report the amount of funds being rolled over, the receiving plan, and their decision to either rollover or reject the funds.
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