Rollover Trustee-to-Trustee Transfer Acceptance - Louisiana 2026

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  1. Click ‘Get Form’ to open the Rollover Trustee-to-Trustee Transfer Acceptance form in our platform.
  2. 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.
  3. Sign and date the authorization statement in Section 1, confirming your consent for the transfer of funds to LSERS.
  4. 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.
  5. Ensure that both you and the authorized representative from your current plan provider sign and date this section to validate the transfer.
  6. 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.

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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).
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.
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.
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