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Click ‘Get Form’ to open the direct rollover form in the editor.
In Section A, enter your personal information including your name, address, telephone number, and email. Ensure all fields are filled out completely and legibly.
Proceed to Section B to provide tax information. Specify the name of your prior plan and financial institution, and indicate the total amount of rollover along with any pre-tax or after-tax contributions.
In Section C, certify that the funds being rolled over are eligible by signing and dating the form. Attach any required documentation as specified.
If applicable, have your prior plan administrator complete Section D for certification. They must sign and provide their contact information.
Finally, in Section E, select your investment options for the rollover contributions. Ensure that the total percentages equal 100%.
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