Incoming Direct Rollover - County Employees' Retirement Fund 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Participant Information section. Ensure that your last name, first name, middle initial, and Social Security Number match the records on file with your Service Provider.
3. Complete your address details including street number, city, state, and zip code. Don’t forget to provide your email address and phone numbers for contact purposes.
4. In the Payroll Information section, enter your division name and number along with location details.
5. For Direct Rollover Information, select the type of rollover you are choosing (401(a), 401(k), 403(b), or Traditional IRA) and provide previous provider information including company name and account number.
6. Fill in the amount of direct rollover you wish to process. If unsure of the exact amount, an approximate figure is acceptable.
7. Review the Investment Option Information section carefully. Choose between existing allocations or specify your own investment options by entering percentages that total 100%.
8. Finally, sign and date the form in the Required Signature(s) section. Remember that a handwritten signature is mandatory for processing.

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