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Los Angeles County Employees Retirement Association 300 N. Lake Ave., Pasadena, CA 91101 PO Box 7060, Pasadena, CA 911097060 www.lacera.com 626/5646132 800/7866464 ROLLOVER/TRANSFER CERTIFICATION
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How to fill out rollover transfer certification form

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How to fill out rollover transfer certification form:

01
Start by entering your personal information such as your name, address, social security number, and telephone number in the designated fields.
02
Next, fill in your current retirement plan account information, including the account type, account number, and the name of the financial institution where the account is held.
03
Indicate the type of transfer you are making by selecting either a direct rollover or an indirect rollover.
04
If you have chosen a direct rollover, provide the details of the receiving financial institution, including the name, address, and account number.
05
In case of an indirect rollover, provide the necessary information about yourself as the recipient of the funds.
06
Specify the reason for the rollover transfer by selecting the appropriate option from the given choices.
07
If applicable, indicate whether you have received any advice or recommendations from a financial professional regarding the rollover transfer.
08
Read through the certification statements and sign and date the form to attest that the information provided is true and accurate to the best of your knowledge.
09
Retain a copy of the filled-out form for your records and submit the original to the appropriate party or financial institution.

Who needs rollover transfer certification form:

01
Individuals who are planning to transfer their retirement plan funds from one account to another.
02
Individuals who have received advice or recommendations from a financial professional regarding the rollover transfer.
03
Individuals who are required to certify the accuracy of their transfer information and comply with the regulations set forth by the financial institutions or governing authorities.
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The rollover transfer certification form is a document used to certify the transfer of funds from one retirement account to another.
Individuals who are transferring funds from one retirement account to another are required to file the rollover transfer certification form.
To fill out the rollover transfer certification form, individuals need to provide details about the transfer, including the account numbers, amounts, and dates of transfer.
The purpose of the rollover transfer certification form is to certify that the funds transferred from one retirement account to another are being done so in compliance with IRS rules.
The rollover transfer certification form must include details about the retirement accounts involved in the transfer, the amounts being transferred, and the dates of the transfer.
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