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*088002* EMPLOYEE ROLLOVER DEPOSIT FORM REQUEST TO TRANSFER FUNDS TO THE FRS INVESTMENT PLAN Complete this form to request to rollover money from an eligible retirement plan into your FRS Investment

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How to fill out how to roll over

01

Review your current retirement account details.

02

Contact the financial institution managing your old account for the rollover process.

03

Obtain a rollover request form and fill it out with the necessary information.

04

Choose the type of account you want to roll over into (e.g., IRA, new employer's plan).

05

Specify how you want the funds transferred (direct transfer or indirect transfer).

06

Confirm any tax implications with a tax adviser, if needed.

07

Submit your rollover request form to your new financial institution.

08

Monitor the transfer process to ensure funds are correctly rolled over.

Who needs how to roll over?

01

Individuals changing jobs who wish to move their retirement savings.

02

People nearing retirement looking to consolidate their retirement funds.

03

Employees wanting to transfer their 401(k) to an IRA for more investment options.

04

Individuals who have received a distribution from their retirement plan and wish to avoid tax penalties.

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What is how to roll over?

Rolling over refers to the process of transferring retirement assets from one account to another, typically from a 401(k) plan to an IRA or from one IRA to another without incurring taxes.

Who is required to file how to roll over?

Anyone who wishes to transfer retirement funds or assets from one qualified plan to another may need to file for a rollover. This includes employees leaving their jobs or individuals moving their retirement savings between accounts.

How to fill out how to roll over?

To fill out a rollover, one typically needs to complete a rollover request form provided by the financial institution receiving the funds. This form requires information about both the current account and the new account where the funds will be transferred.

What is the purpose of how to roll over?

The purpose of a rollover is to maintain the tax-deferred status of retirement funds while allowing individuals to consolidate their retirement savings, choose better investment options, or gain access to different financial institutions.

What information must be reported on how to roll over?

Information that must be reported includes account numbers, the names and addresses of account holders, the type of accounts involved, and the amounts being transferred. Potentially, tax withholding information may also be relevant.

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