Rollover out icma rc 2026

1. Click ‘Get Form’ to open the rollover out icma rc in the editor.
2. In Section 1, complete your personal information including your full name, Social Security number, and contact details. This ensures timely processing of your request.
3. For Section 2, specify the ICMA-RC account you wish to transfer from by checking the appropriate box for either a 457 or 401 plan account.
4. In Section 3, provide details about the receiving account and trustee/custodian. Ensure all fields are filled accurately to avoid delays.
5. Section 4 requires you to indicate the rollover amount. Choose whether to transfer your total balance or a specific dollar amount and check any applicable boxes regarding after-tax assets.
6. Sign and date Section 5, confirming your U.S. citizenship status.
7. Finally, obtain an authorized employer signature in Section 6 if this is your initial withdrawal request.

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