Get the free Participant Rollover Request

This form is designed for retirement plan participants who wish to roll over their account balance from a previous employer retirement plan or Non-Roth IRA to Nationwide. Completing this form does not initiate the transfer of funds; participants must also follow the requirements set by their prior plan or custodian for a successful transfer.

How to fill out participant rollover request

How to fill out participant rollover request

1. Gather all necessary personal information (name, address, account number).
2. Obtain the participant rollover request form from your plan administrator.
3. Complete the form with accurate details about your employment and retirement account.
4. Specify the amount you wish to roll over to the new account.
5. Review all information provided for accuracy.
6. Sign and date the form.
7. Submit the completed form to your plan administrator or the specified rollover institution.

Who needs participant rollover request?

1. Individuals who are changing jobs and wish to move their retirement funds.
2. Participants who are retiring and need to rollover their retirement accounts.
3. Clients who are consolidating multiple retirement accounts into one.

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What is participant rollover request?

A participant rollover request is a formal application submitted by an individual to transfer their retirement account funds from one plan to another, usually when changing jobs or retiring.

Who is required to file participant rollover request?

Individuals who wish to transfer their retirement funds from a qualified plan, such as a 401(k), to another retirement account, like an IRA, are required to file a participant rollover request.

How to fill out participant rollover request?

To fill out a participant rollover request, individuals typically need to provide their personal information, account details from the original plan, and information about the receiving account. They may need to follow specific instructions provided by the plan administrator.

What is the purpose of participant rollover request?

The purpose of a participant rollover request is to facilitate the transfer of retirement funds from one retirement plan to another, ensuring that the funds maintain their tax-advantaged status and continue to grow for retirement.

What information must be reported on participant rollover request?

The information that must be reported on a participant rollover request typically includes the participant's name, Social Security number, contact information, details of the original retirement plan, and information about the new account to which the funds will be transferred.