401(k) Retirement Plan Rollover Request and Direction Form
401(k) Retirement Plan Rollover Request and Direction Form
Authorize a direct rollover of 401(k) or other qualified retirement plan assets to an IRA or another employer plan with account routing and tax elections.
Account holder full legal name *
Your answer
Social Security Number (last 4) *
Your answer
Date of birth
Phone
Mailing address
SECTION: Current (Sending) Plan Information
Sending plan type
+ 17 more questions
About this template
Authorize a direct rollover of 401(k) or other qualified retirement plan assets to an IRA or another employer plan with account routing and tax elections.
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