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Request to Rollover 401(k) to Traditional IRA Athene Annuity and Life Company Athene Annuity & Life Assurance Company Home Office, West Des Moines, IA 50266Athene Life Insurance Company of New York

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How to fill out request to rollover 401k

01

Contact your current 401k provider to request a distribution form for rollover.

02

Complete the distribution form with your personal information, including your new 401k provider's information.

03

Submit the completed form to your current 401k provider for processing.

04

Once the funds are distributed, deposit them into your new 401k account within 60 days to avoid penalties for early withdrawal.

Who needs request to rollover 401k?

01

Individuals who are changing jobs and have a 401k account with their current employer.

02

People who want to consolidate multiple retirement accounts into one account for better management and investment options.

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What is request to rollover 401k?

A request to rollover 401k is a formal application made by an employee to transfer their retirement savings from a 401k plan to another retirement account, such as an IRA or a new employer's 401k plan.

Who is required to file request to rollover 401k?

The employee or former employee of the company that offers the 401k plan is required to file a request to rollover their 401k savings.

How to fill out request to rollover 401k?

To fill out a request to rollover 401k, one must obtain the appropriate form from the 401k plan provider, provide personal information, specify the destination account for the rollover, and sign the form to authorize the transfer.

What is the purpose of request to rollover 401k?

The purpose of a request to rollover 401k is to facilitate the transfer of retirement assets to preserve the tax-deferred status of the savings and to allow for better investment options or lower fees.

What information must be reported on request to rollover 401k?

The request to rollover 401k must typically include personal identification information, details of the current 401k account, the account information of the receiving retirement account, and the amount to be rolled over.

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