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PACIFIC FUNDS INDIVIDUAL RETIREMENT ACCOUNT (IRA) CERTIFICATION OF ROLLOVER ASSETS RESTRICTION ON INDIRECT (60DAY) ROLLOVERS An IRA participant is allowed only one rollover from one IRA to another

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How to fill out form 60-day rollover rule

01

Obtain the form from your financial institution or the IRS website.

02

Fill in your personal information, including your name, address, and Social Security number.

03

Indicate the type of account you are rolling over from and to (e.g., IRA to IRA).

04

Specify the amount you are rolling over.

05

Sign and date the form to confirm your intent to roll over funds.

06

Submit the completed form to your financial institution or the designated entity.

Who needs form 60-day rollover rule?

01

Individuals who have received a distribution from a retirement account and want to roll it over to another qualified retirement account.

02

Those who wish to avoid immediate taxation on their distribution and prefer to maintain retirement savings.

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What is form 60-day rollover rule?

The 60-day rollover rule refers to a provision that allows individuals to transfer funds from one retirement account to another without facing taxes or penalties, provided that the transfer is completed within 60 days.

Who is required to file form 60-day rollover rule?

Individuals who wish to execute a rollover of their retirement funds that meets the criteria set by the IRS are required to adhere to the 60-day rollover rule. Specifically, those who withdraw funds from their retirement accounts must comply if they intend to re-deposit those funds into another retirement account.

How to fill out form 60-day rollover rule?

To fill out the necessary documentation related to the 60-day rollover rule, individuals must provide details about the accounts involved, the amount being transferred, and the dates of withdrawal and deposit. It's recommended to check the IRS website for any specific forms or requirements.

What is the purpose of form 60-day rollover rule?

The purpose of the 60-day rollover rule is to provide flexibility for account holders in managing their retirement assets without incurring immediate tax liabilities or penalties, promoting greater financial planning options.

What information must be reported on form 60-day rollover rule?

The information that typically must be reported includes the account numbers, the amounts withdrawn and rolled over, dates of the transactions, and identification details of both accounts (the one from which funds were withdrawn and the one receiving the funds).

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