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TRANSFER/ROLLOVER REQUEST FORM Stira Capital Markets Group Please Print or TypeForward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219097 Mail Stop: Stira Capital Kansas
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How to fill out transferrollover request form stira
How to fill out transferrollover request form stira
01
Obtain the transfer/rollover request form from the STIRA website or office.
02
Fill out your personal information such as name, address, and contact details.
03
Provide details of the account you are transferring or rolling over from, including account number and current balance.
04
Indicate whether you are requesting a transfer or rollover and provide the details of the receiving account.
05
Sign and date the form, making sure to follow any additional instructions provided.
Who needs transferrollover request form stira?
01
Individuals who are looking to transfer funds from one account to another within STIRA, or individuals who are rolling over funds from a retirement account to a STIRA account, will need to fill out the transfer/rollover request form.
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What is transferrollover request form stira?
The transfer rollover request form STIRA is a document used to initiate the transfer of funds from one retirement account to another without incurring tax penalties.
Who is required to file transferrollover request form stira?
Individuals who wish to transfer their retirement savings from one account to another, such as from a 401(k) to an IRA, are required to file the transfer rollover request form STIRA.
How to fill out transferrollover request form stira?
To fill out the transfer rollover request form STIRA, provide your personal information, details of the existing account, and the account you wish to transfer funds to, along with any required signatures.
What is the purpose of transferrollover request form stira?
The purpose of the transfer rollover request form STIRA is to facilitate the tax-free movement of retirement funds between accounts, ensuring compliance with IRS regulations.
What information must be reported on transferrollover request form stira?
The transfer rollover request form STIRA must report personal information, account numbers of both the sending and receiving institutions, and the amount of money to be transferred.
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