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Rollover initiation request to transfer whole balance of superannuation benefits between funds under the Superannuation Industry (Supervision) Act 1993 COMPLETING THIS FORM n Read the important information

How to fill out rollover initiation request to

How to fill out rollover initiation request to:

1. Start by obtaining the rollover initiation request form from your financial institution or retirement plan provider.
2. Fill out the form with your personal information, including your name, address, and contact details.
3. Provide the details of the retirement account you wish to rollover from, such as the account number and the name of the financial institution or plan administrator.
4. Indicate the type of rollover you want to initiate, whether it's a direct rollover to another qualified plan or a rollover to an individual retirement account (IRA).
5. Specify the receiving financial institution or IRA custodian's information, such as their name, address, and contact details.
6. If necessary, provide any additional information or instructions requested on the form, such as tax withholding preferences or transfer restrictions.
7. Review the completed form for accuracy and ensure that all required fields are filled out.
8. Sign and date the form, and keep a copy for your records.

Who needs rollover initiation request to:

1. Individuals who wish to transfer or rollover funds from one retirement account to another may need to submit a rollover initiation request.
2. This request is relevant for individuals who are changing jobs and want to rollover their employer-sponsored retirement plan into another qualified plan or IRA.
3. It is also applicable for individuals who have multiple retirement accounts and want to consolidate them into a single account for better management or investment purposes.
4. Additionally, individuals who are nearing retirement and want to rollover their 401(k) or other retirement plans into an IRA may need to fill out a rollover initiation request.
5. Some financial institutions or retirement plan providers may also require a rollover initiation request form when transferring funds between different types of retirement accounts, such as from a traditional IRA to a Roth IRA.
6. It is important to check with your specific financial institution or retirement plan provider to determine their requirements and procedures for initiating a rollover.

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