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Request for a Direct Rollover

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The document outlines the process for members of the Teachers Retirement System of Georgia (TRS) to request a direct rollover of eligible funds from various retirement accounts to purchase additional service credit. It specifies the types of accounts that can be rolled over, the information required from both the member and the current custodian/trustee, and provides instructions for submitting the request.

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Is there a downside to rolling over a 401k?

Like keeping your money in your previous employers plan, rolling over into a new 401(k) limits your control of your money and poses some other potential drawbacks. Higher fees: After comparing fees and expenses, you may find that the new plan is more expensive than the previous one.

What does request a rollover mean?

A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan.

What is considered a direct rollover?

A direct rollover is the movement of retirement assets from an employer retirement plan or similar plan directly into another retirement plan, such as an IRA.

What is an example of a direct transfer?

Example of Indirect Rollover Lets say that Bruce, who is 35 years old, leaves his job at 123 company. He decides he wants to open an IRA and move his funds from his old provider to his new IRA. He does an indirect rollover for $10,000 and $2,000 of that is withheld for taxes. Bruce receives a check for $8,000.

What is an example of an indirect rollover?

Direct transfer can occur when someone has touched an item. Indirect transfer is when DNA from someone ends up on an item without them having touched it. Such indirect transfer has been demonstrated.

How to initiate a rollover?

Step 1: Open your new rollover IRA. Dont have an IRA yet? Step 2: Contact your old workplace plan to move your money. To move the old 401(k) or workplace money into your Fidelity IRA, youll start with the provider of your old workplace plan. Step 3: Deposit your money into your Fidelity IRA.

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Is there a downside to rolling over a 401k?

What does request a rollover mean?

What is considered a direct rollover?

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What is an example of an indirect rollover?

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Get the up-to-date Request for a Direct Rollover 2025 now

Here's how it works

How to modify Request for a Direct Rollover in PDF format online

Complete this form in 5 minutes or less

Got questions?

Is there a downside to rolling over a 401k?

What does request a rollover mean?

What is considered a direct rollover?

What is an example of a direct transfer?

What is an example of an indirect rollover?

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How to initiate a rollover?

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