Authorization direct rollover alternate payee 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part A, where the alternate payee must provide their information. Fill in your name, Social Security Number, and contact details including home/cell phone number and address.
3. Read the certification statement carefully. Ensure you understand the implications of not meeting your financial institution's minimum threshold for direct rollover.
4. Sign and date the form at the bottom of Part A to affirm that all information is accurate.
5. Proceed to Part B, which must be completed by your financial institution. Provide them with the form so they can fill in their details, including their name and mailing address.
6. Ensure that your financial institution certifies that the account is an 'Eligible Retirement Plan' and signs off on the agreement section.

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