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AMENDMENT NO. 1 TO THE Matrix Trust Company CUSTODIAL ACCOUNT AGREEMENT (Without Investment Advice)PARTIES Company (Plan Sponsor): Address: City:State: ___ ZIP: ___Phone Number: ___ Tax ID#: ___Qualified
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How to fill out rollover-agreement-for-matrix-trust-custodial

01
Obtain the rollover agreement form for Matrix Trust Custodial from the custodian or trustee.
02
Fill in your personal information, including your full name, address, social security number, and contact information.
03
Specify the type of retirement account you are rolling over from, such as a 401(k) or IRA.
04
Provide details about the account you are rolling funds into, including the account number and the name of the institution.
05
Sign and date the agreement, agreeing to the terms and conditions outlined by Matrix Trust Custodial.

Who needs rollover-agreement-for-matrix-trust-custodial?

01
Individuals who are looking to transfer or roll over funds from one retirement account to another may need a rollover agreement for Matrix Trust Custodial.
02
This form is typically required by custodians or trustees when moving retirement funds to ensure compliance with IRS rules and regulations.
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A rollover agreement for a matrix trust custodial is a legal document that outlines the terms and conditions under which funds can be transferred from one retirement account to another, while maintaining the tax-deferred status of the funds.
Individuals who are moving retirement funds from one custodian to another or between accounts of the same or different types are required to file a rollover agreement for a matrix trust custodial.
To fill out a rollover agreement, provide your personal information, details about the accounts involved, indicate the type of rollover, and ensure all signatures and dates are complete before submission.
The purpose is to facilitate a seamless transfer of retirement funds between accounts while preserving tax benefits and ensuring compliance with regulatory requirements.
Reporting must include personal identification details, account numbers, amounts being rolled over, and the type of retirement accounts involved.
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