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| INDIVIDUAL RETIREMENT ACCOUNT (IRA) CERTIFICATION OF ROLLOVER ASSETS Use this form to certify that a contribution is an eligible rollover contribution.PARTICIPANT INFORMATION Name:Daytime Telephone:

How to fill out pre-tax rollovertransfer certification

How to fill out pre-tax rollovertransfer certification

1. Obtain the pre-tax rollover/transfer certification form from your retirement plan administrator or financial institution.
2. Read the instructions carefully to understand the specific requirements associated with the rollover or transfer.
3. Fill in your personal information, including your full name, Social Security number, and contact information.
4. Specify the type of account you're rolling over from (e.g., 401(k), IRA) and provide details about the account.
5. Indicate the receiving account information where the funds will be transferred.
6. Ensure that you indicate the pre-tax nature of the funds you are transferring.
7. Review the certification statements and check any necessary boxes to affirm the accuracy of your information.
8. Sign and date the certification form where indicated.
9. Submit the completed form to your plan administrator or financial institution as instructed.

Who needs pre-tax rollovertransfer certification?

1. Individuals who wish to roll over or transfer pre-tax retirement account funds from one plan to another.
2. Employees changing jobs who want to move their retirement savings to a new employer's plan.
3. Individuals seeking to consolidate multiple retirement accounts into a single account.
4. People who want to maintain the tax-deferred status of their retirement savings during transfers.

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What is pre-tax rollover/transfer certification?

Pre-tax rollover/transfer certification is a formal declaration that verifies the transfer of funds from one pre-tax retirement account to another, ensuring compliance with tax regulations.

Who is required to file pre-tax rollover/transfer certification?

Individuals who are transferring funds from one pre-tax retirement account to another, such as a 401(k) or traditional IRA, are required to file the pre-tax rollover/transfer certification.

How to fill out pre-tax rollover/transfer certification?

To fill out the pre-tax rollover/transfer certification, individuals must provide personal information, details of the accounts involved, the amount being transferred, and any required signatures.

What is the purpose of pre-tax rollover/transfer certification?

The purpose of pre-tax rollover/transfer certification is to ensure that the transfer of retirement funds is reported correctly for tax purposes and to maintain the tax-deferred status of the funds.

What information must be reported on pre-tax rollover/transfer certification?

The information that must be reported includes the names and account numbers of the originating and receiving accounts, the amount being transferred, and the date of the transfer.