Rollover Trustee-to-Trustee Transfer Acceptance - Louisiana: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Rollover Trustee-to-Trustee Transfer Acceptance - Louisiana with DocHub

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Rollover Trustee-to-Trustee Transfer Acceptance form in our platform.
In Section 1, enter your personal information clearly. This includes your name, Social Security number, address, and contact numbers. Ensure accuracy as this information is crucial for processing your transfer.
Sign and date the authorization statement in Section 1, confirming your consent for the transfer of funds to LSERS.
Proceed to Section 2, where your current plan provider will need to fill out their details. They must specify the plan type and amount of funds being transferred.
Ensure that both you and the authorized representative from your current plan provider sign and date this section to validate the transfer.
Finally, review all entries for completeness before submitting the form along with the funds to LSERS. Any missing information may result in delays or returns.

Start using our editor today for free to complete your Rollover Trustee-to-Trustee Transfer Acceptance form efficiently!

be ready to get more

Complete this form in 5 minutes or less

Get form

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.

Contact us

Does a trustee-to-trustee transfer count as a rollover?

Direct transfers of IRA money are not limited This change wont affect your ability to transfer funds from one IRA trustee directly to another, because this type of transfer isnt a rollover (Revenue Ruling 78-406, 1978-2 C.B. 157).

What is the difference between a direct rollover and a trustee-to-trustee transfer?

Review the tax implications: A trustee-to-trustee transfer ensures that the participant does not need to report the transfer as a taxable event on their tax return, avoiding current income tax liability on the transferred amount.

How long does a trustee-to-trustee transfer take?

In the world of transfers, a direct rollover might also be called a trustee-to-trustee transfer. This is another way of saying the funds are moving directly from one retirement plan to another. Generally, direct rollovers and trustee-to-trustee transfers are fairly straightforward.