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How to use or fill out direct rollover form with our platform
- 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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