Icma rollover form 2026

1. Click ‘Get Form’ to open the icma rollover form in the editor.
2. In Section 1, provide your personal information including your full name, Social Security Number, and contact details. Ensure all fields are filled clearly to avoid processing delays.
3. Move to Section 2 and specify the ICMA-RC account you wish to transfer from by checking the appropriate box for either a 457 or 401 plan.
4. In Section 3, enter the details of the receiving account. This includes the name of the trustee/custodian and their contact information.
5. For Section 4, indicate whether you want to transfer your total account balance or a specific dollar amount. If opting for a partial transfer, specify how much you wish to roll over.
6. Sign and date Section 5 confirming your citizenship status. Ensure that an authorized employer signature is provided in Section 6 if this is your first withdrawal request.

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