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P.O. Box 400204, Carriers Hall Charlottesville, VA 229044204 Telephone: (434) 9826000 Website: http://sfs.virginia.eduRetirement Plan Rollover FormROLL20242025 Students University ID:or SIS ID:Students

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How to fill out retirement plan rollover form

01

Obtain the retirement plan rollover form from your current retirement account provider or the new retirement account provider.

02

Fill in your personal information such as name, address, Social Security number, and contact information.

03

Indicate the type of rollover you are doing - either a direct rollover or an indirect rollover.

04

Provide information about the funds you are rolling over, including the amount and account numbers.

05

Sign and date the form to authorize the rollover and submit it to the appropriate retirement account provider.

Who needs retirement plan rollover form?

01

Anyone who is looking to transfer funds from one retirement account to another, such as changing jobs or consolidating retirement accounts, will need a retirement plan rollover form.

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What is retirement plan rollover form?

The retirement plan rollover form is a document used to transfer funds from one retirement account to another without incurring taxes.

Who is required to file retirement plan rollover form?

Individuals who want to transfer funds from one retirement account to another are required to file a retirement plan rollover form.

How to fill out retirement plan rollover form?

To fill out a retirement plan rollover form, individuals must provide information about the account they are transferring from, the account they are transferring to, and any tax withholding preferences.

What is the purpose of retirement plan rollover form?

The purpose of the retirement plan rollover form is to facilitate the transfer of funds between retirement accounts while avoiding tax consequences.

What information must be reported on retirement plan rollover form?

The retirement plan rollover form must include information about the account being transferred from, the account being transferred to, and any tax withholding preferences.

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