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TRANSFER/ROLLOVER REQUEST FORM JLL Income Property Trust Please Print or TypeForward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219165 Mail Stop: JLL Income Kansas

How to fill out transferrollover request form jll

How to fill out transferrollover request form jll

1. Obtain a transferrollover request form from JLL by requesting it from the appropriate department or downloading it from the JLL website.
2. Fill out all required fields on the form, including personal information, account details, and the reason for the transfer or rollover.
3. Double check the form for accuracy and completeness before submitting it to JLL.
4. Submit the completed form to JLL through the designated channel, such as email, mail, or in person.
5. Wait for confirmation from JLL regarding the status of your transferrollover request.

Who needs transferrollover request form jll?

1. Individuals who are looking to transfer or rollover funds from one account to another within JLL.
2. Clients who want to consolidate their accounts or make changes to their investment portfolios.

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What is transferrollover request form jll?

The transferrollover request form jll is a document used to initiate the transfer or rollover of funds from one account or plan to another, typically within the context of retirement accounts or investment funds.

Who is required to file transferrollover request form jll?

Individuals who wish to transfer or rollover their retirement funds or investment accounts are required to file the transferrollover request form jll.

How to fill out transferrollover request form jll?

To fill out the transferrollover request form jll, you need to provide personal identification information, account details of the sending and receiving entities, and any relevant signatures, ensuring that all fields are completed accurately.

What is the purpose of transferrollover request form jll?

The purpose of the transferrollover request form jll is to formally request and authorize the transfer of funds from one retirement or investment account to another to ensure compliance with regulations and facilitate the movement of assets.

What information must be reported on transferrollover request form jll?

The information that must be reported includes personal identification details, current account balances, account numbers, the name of the institutions involved, and consent for the transfer.