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Request for Rollover Guidance33 Plaza La Prensa Santa Fe, NM 87507 (505) 5426220 phone (505) 9540370 fax www.nmpera.orgThe PERA Act permits inactive members and members on leave of absence from an
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How to fill out request for rollover

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How to fill out request for rollover

01
Obtain the rollover request form from your current retirement account provider.
02
Fill out the form with your personal information, including your name, address, account number, and the amount you wish to rollover.
03
Indicate if you want a direct rollover to another retirement account or if you prefer to receive the funds and then rollover them yourself within 60 days.
04
Sign and date the form, and make a copy for your records.
05
Submit the completed form to your current retirement account provider according to their instructions.

Who needs request for rollover?

01
Individuals who are looking to transfer their retirement savings from one account to another without triggering taxes or penalties.
02
People who are changing jobs and want to rollover their 401(k) or similar retirement plan to a new employer's plan or an individual retirement account (IRA).
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Request for rollover is a formal application to transfer funds from one retirement account to another without incurring taxes or penalties.
Individuals who are looking to move funds from one retirement account to another are required to file a request for rollover.
To fill out a request for rollover, individuals need to provide information about the transferring and receiving accounts, the amount to be transferred, and any specific instructions.
The purpose of request for rollover is to facilitate the tax-free transfer of funds between retirement accounts, allowing individuals to maintain their retirement savings.
Information such as account numbers, the amount to be transferred, and any specific instructions must be reported on a request for rollover.
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