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Municipal Employees Retirement System of Michigan 800.767.6377 www.mersofmich.comIncoming Direct Rollover Former MERS Hybrid Retirement Plan (Part II Defined Contribution) This form is used to directly
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How to fill out incoming direct rollover form

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How to fill out incoming direct rollover form

01
Obtain the incoming direct rollover form from your retirement account administrator or financial institution.
02
Fill out your personal information, including your name, address, and social security number.
03
Provide the details of your retirement account, such as the account number and the name of the plan or institution.
04
Specify the amount you wish to rollover and indicate if you want it to be a full or partial rollover.
05
If you want the funds to be directly transferred to another retirement account, provide the account details, including the account number and the name of the new plan or institution.
06
Sign and date the form to authorize the rollover.
07
Submit the completed form to your retirement account administrator or financial institution.

Who needs incoming direct rollover form?

01
Individuals who wish to transfer funds from one retirement account to another may need an incoming direct rollover form. This form is required when you want to move funds from one qualified retirement plan or IRA to another without incurring taxes or penalties. Whether you are changing jobs, consolidating accounts, or simply looking for better investment options, using an incoming direct rollover form ensures a smooth and tax-efficient transfer of your retirement savings.
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The incoming direct rollover form is a document used to transfer funds from one retirement account directly into another retirement account without the participant receiving the funds themselves.
Individuals who are transferring assets from a qualified retirement plan to another retirement plan or IRA are required to file the incoming direct rollover form.
To fill out the incoming direct rollover form, one must provide personal information, details about the retirement accounts involved, and instructions for the transfer of funds.
The purpose of the incoming direct rollover form is to ensure the proper transfer of retirement funds between accounts while maintaining the tax-deferred status of the retirement assets.
The incoming direct rollover form must report information such as the account holder's name, Social Security number, account details of both the sending and receiving institutions, and the amount being rolled over.
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