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For use with:Lincoln Alliance programIrell & Mayella Associates 401(k) Plan Request for a Rollover Plan InformationIRMN002 PLEASE PRINT CLEARLYCarefully read the rollover notice you received from
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Read the instructions carefully before filling out the form.
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Gather all the necessary information required to complete the form.
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Fill out your personal details such as name, address, and contact information.
05
Provide your current employer's information, including company name and address.
06
Enter your existing 401(k) account details, including the account number and balance.
07
Indicate whether you want a direct rollover or indirect rollover.
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If you choose a direct rollover, provide the new custodian details, including their name and address.
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Anyone who has a 401(k) account with Lincoln Financial and wishes to rollover their funds to another retirement account can use the lincoln-financial-401k-rollover-requestpdf form. This may include individuals who are changing jobs, retiring, or consolidating their retirement savings into a new account.
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The Lincoln Financial 401k Rollover Request PDF is a document used by individuals to request the transfer of their 401(k) retirement savings into another qualified retirement account.
Individuals who wish to roll over their 401(k) funds from Lincoln Financial to another retirement account, such as an IRA or another 401(k), are required to file this form.
To fill out the Lincoln Financial 401k Rollover Request PDF, individuals need to provide personal information, details of the current 401(k) account, and the details of the receiving account where funds will be transferred.
The purpose of the Lincoln Financial 401k Rollover Request PDF is to officially document an individual's request to transfer their 401(k) funds to a different retirement account, ensuring compliance with IRS regulations.
The information that must be reported includes the account holder's personal identification details, current 401(k) account information, and information regarding the receiving retirement account.
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