Savings plus rollover out form 2025

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The document is a Rollover-Out Form used for transferring retirement funds from one plan to another, such as 401(k) or 457(b). It requires participant information, selection of plan type, rollover direction, new carrier details, tax ID certification, and participant signature. A Letter of Acceptance from the new financial institution is necessary to process the request. The form also includes privacy notices regarding information collection and access to personal data.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you cash out savings plus?

You may request a withdrawal or access the appropriate withdrawal forms by logging into your account and selecting Manage account. If you do not have an online account, or have any questions, contact the Savings Plus Solutions Center at (855) 616-4776.

How do I fill out a 401k rollover?

Most pre-retirement payments you receive from a retirement plan or IRA can be rolled over by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA.

Is there a downside to rolling over a 401k?

What Are the Disadvantages of Rolling Over a 401(k) into an IRA? Some of the disadvantages of rolling over a 401(k) into an IRA include no loan options, a decrease in creditor protection, possibly higher fees, and the loss of a possible earlier withdrawal without penalty.