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Nationwide outgoing rollover request form 2025

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The document is an Outgoing Rollover Request form from Nationwide Retirement Solutions, designed for account holders to request the transfer of retirement funds to a new financial institution. It includes sections for personal and employer information, details about the new carrier, and options regarding life insurance coverage. The form emphasizes compliance with anti-money laundering regulations and requires a Letter of Acceptance from the new carrier to process the rollover. Additionally, it contains certifications and authorizations necessary for the transaction.

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Versions	Form popularity	Fillable & printable
2017	4.8 Satisfied (22 Votes)
2016	4.9 Satisfied (55 Votes)

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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.

How do I contact nationwide rollover?

Call us at 1-855-463-4977 to discuss your options. We are happy to help.

What is the rollover tax form?

Review Form 5498. This is an information form that provides details about the rollover and confirms to the IRS that the distribution was successfully rolled over.

What is a rollover request form?

Investors can use this form to roll an IRA or qualified retirement plan distribution back to a qualified retirement plan or IRA within 60 days of receiving the assets.

Do I need a form 5498 to file my taxes?

No. You arent required to do anything with Form 5498 because its for informational purposes only.

What is a 1099-R tax form used for?

Form 1099-R is the Internal Revenue Service form reporting a taxpayers distributions from pensions, annuities, IRAs, insurance contracts, profit-sharing plans and/or retirement plans (including section 457 state and local government plans). The following information may be helpful in interpreting your Form 1099-R.

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How do I request a direct rollover?

Direct rollover If youre getting a distribution from a retirement plan, you can ask your plan administrator to make the payment directly to another retirement plan or to an IRA. Contact your plan administrator for instructions.

Why did I get a 1099-R for a rollover?

Sometimes a distribution includes both a regular distribution (generally taxable) and a rollover (generally nontaxable). The Form 1099-R Rollover or Disability section is used to input the amount that wont be taxed and Box 2a needs to be adjusted.

What is the difference between a 1099 and a 5498?

Differences between Forms 1099 and 5498 The main differences between the forms are in what they report. Form 1099 is used to report distributions and associated tax withholdings, while Form 5498 reports contributions, rollovers, FMVs, and RMDs. Both serve different purposes but are essential for accurate tax reporting.

Nationwide outgoing rollover request form 2025

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Got questions?

How do I contact nationwide rollover?

What is the rollover tax form?

What is a rollover request form?

Do I need a form 5498 to file my taxes?

What is a 1099-R tax form used for?

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How do I request a direct rollover?

Why did I get a 1099-R for a rollover?

What is the difference between a 1099 and a 5498?

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