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202425 Confirmation of Pension and Annuity Rollover FEDERAL STUDENT AID PROGRAMS FINANCIAL AID OFFICE 518 W. Locust Street n Davenport, Iowa 52803 563/3335775nReturn this completed form to St. Ambrose

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What is 20242025 rollover confirmation form?

The 20242025 rollover confirmation form is a document used to confirm the rollover of retirement funds between accounts for the tax years 2024 and 2025.

Who is required to file 20242025 rollover confirmation form?

Individuals who have completed a rollover of retirement funds, such as from a 401(k) to an IRA or between IRAs, are required to file the 20242025 rollover confirmation form.

How to fill out 20242025 rollover confirmation form?

To fill out the form, provide personal identification information, details of the accounts involved in the rollover, the amount transferred, and the date of the transaction.

What is the purpose of 20242025 rollover confirmation form?

The purpose of the form is to ensure proper reporting of rollover transactions for tax purposes and to confirm that the rollover was completed in accordance with IRS regulations.

What information must be reported on 20242025 rollover confirmation form?

The form must include the taxpayer's name, Social Security number, details of the source and destination accounts, the amount of the rollover, and the date of the rollover.

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