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P.O. Box 669802, Dallas, TX 752660955TRADITIONAL IRA TRANSFER REQUESTPlease review all information below and complete as applicable. If you have any questions regarding the information on this
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How to fill out trustee transferdirect rollover request
How to fill out trustee transferdirect rollover request
01
Obtain the trustee transfer/direct rollover request form from your current retirement account provider.
02
Fill out your personal information including name, address, social security number, and account number.
03
Indicate the amount you would like to transfer or rollover to the new trustee.
04
Provide the contact information for the new trustee including name, address, and account number.
05
Sign and date the form to authorize the transfer/direct rollover.
06
Submit the completed form to your current retirement account provider for processing.
Who needs trustee transferdirect rollover request?
01
Individuals who are looking to transfer or rollover funds from one retirement account to another
02
Anyone who wants to avoid taxes and penalties by doing a direct trustee-to-trustee transfer
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What is trustee transferdirect rollover request?
A trustee transferdirect rollover request is a form used to transfer retirement funds directly from one trustee to another trustee without the funds going to the individual first.
Who is required to file trustee transferdirect rollover request?
Any individual who wants to transfer retirement funds directly from one trustee to another trustee is required to file a trustee transferdirect rollover request.
How to fill out trustee transferdirect rollover request?
To fill out a trustee transferdirect rollover request, the individual needs to provide personal information, details of the trustees involved, and other relevant financial information.
What is the purpose of trustee transferdirect rollover request?
The purpose of a trustee transferdirect rollover request is to facilitate the direct transfer of retirement funds between trustees to avoid tax implications.
What information must be reported on trustee transferdirect rollover request?
The trustee transferdirect rollover request must include details about the account holders, the trustees involved, the amount of funds being transferred, and any related financial information.
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