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PRETAX ROLLOVER/TRANSFER CERTIFICATION INFORMATION SHEET The Public School Retirement System of Missouri (PSRS) is a 401(a) governmental benefit program under the Internal Revenue Code. According

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How to fill out mosers tax- rollovers

01

Log in to your MOSERS account online.

02

Navigate to the rollovers section of your account.

03

Fill out the required fields with accurate information regarding the transfer or rollover.

04

Double-check all information before submitting to ensure accuracy.

05

Submit the rollover request and wait for confirmation from MOSERS.

Who needs mosers tax- rollovers?

01

Anyone who is looking to transfer retirement funds from another account or plan into their MOSERS account may need to utilize tax rollovers.

02

Individuals who want to avoid penalties or taxes on retirement account funds when transferring them to MOSERS may find tax rollovers useful.

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What is mosers tax- rollovers?

Mosers tax-rollovers refer to transferring money from your MOSERS retirement account to another qualified retirement account without incurring taxes or penalties.

Who is required to file mosers tax- rollovers?

Employees who have a MOSERS retirement account and wish to transfer funds to another eligible retirement account are required to file mosers tax-rollovers.

How to fill out mosers tax- rollovers?

To fill out mosers tax-rollovers, you will need to complete the necessary forms provided by MOSERS, including the rollover request form and any additional documentation required by the receiving institution.

What is the purpose of mosers tax- rollovers?

The purpose of mosers tax-rollovers is to allow individuals to transfer retirement funds to another qualified account without incurring tax liabilities or penalties.

What information must be reported on mosers tax- rollovers?

The information that must be reported on mosers tax-rollovers includes the amount of funds being transferred, the receiving account information, and any relevant tax details.

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