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Serving our communities since 1889 www.chronline.comTigers Roll in Second Half$1MidWeek Edition Thursday, March 29, 2018/ Sports 3Twin Transit ExpansionA Chehalis BladesmithGeneral Manager Makes Pitch
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Roll in refers to the process of transferring funds from one retirement account to another, typically from a qualified retirement plan into an Individual Retirement Account (IRA) or between IRAs.
Individuals who have received distributions from their retirement plans and choose to transfer those funds directly into another eligible retirement plan or IRA are required to file a roll in.
To fill out a roll in, you typically need to complete a rollover form provided by the receiving financial institution, providing necessary information such as account details, distribution amounts, and signatures.
The purpose of roll in is to consolidate retirement savings into a single account, maintaining tax-deferred status and avoiding early withdrawal penalties.
The information that must be reported on roll in includes the amount rolled over, the source of the funds, and the receiving account details.
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