Nationwide outgoing rollover request form 2026

1. Click ‘Get Form’ to open the nationwide outgoing rollover request form in the editor.
2. Begin by filling out the Account Holder Information section. Enter your Employer Name, SSN, Name, Date of Birth, Mailing Address, City, State & ZIP, Primary Phone Number, Work Phone Number, and Email Address. Choose your preferred contact method for any additional information.
3. In the Rollover Funds section, select the plan type and source from which you are rolling over funds. Ensure all relevant options are checked.
4. Complete the Employer Information section if applicable. This part must be filled out by your Plan Sponsor’s Payroll/Personnel Department.
5. Fill in the New Carrier Information with details about your new financial institution. Remember to attach a Letter of Acceptance from them.
6. Decide on the Overnight Check Option if you prefer expedited processing and agree to any associated fees.
7. Review and complete the Certification and Authorization sections carefully before signing and dating the form.
8. Finally, return the completed form via mail or fax as indicated at the bottom of the document.

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