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Transamerica Outgoing Rollover Form, An IRA account number is
Transamerica Outgoing Rollover Form, An IRA account number is required before the rollover can be processed. We also include additional information with your forms to aid Get the information you need to roll over funds from an existing CollegeAmerica account to an educational savings plan held at another institution. The form reports contributions and rollover contributions. Our rollover specialists will work with you to: Transamerica Premier Funds Direct Rollover IRA Application (704-TRS Investor Class) Use this form when directly rolling over assets from your employer-sponsored retirement plan into a Transamerica Once this form has been completed with all of the necessary information and required signatures, please forward to the Transamerica Processing Center. Why not be ready today? With an indirect rollover, you may receive a distribution from a tax-qualified plan, and then within 60 days of the distribution, you roll it over to an IRA. 3. Type of Distribution STANDARD DISTRIBUTION OPTIONS If this distribution is an eligible rollover distribution, 20% mandatory federal income tax withholding applies unless the distribution is paid as We must receive your online distribution request no later than 30 days from the date of this letter, as the Plan’s Trustee must approve the request to release your funds. Transamerica Retirement Solutions and its representatives cannot give ERISA, tax or legal advice. Direct Rollover Request Instructions To request a direct rollover to an eligible retirement plan (including an IRA), complete all applicable sections of this form, obtain any required signatures, and return the Rollover Information Rollover If you leave , you have the following four choices regarding your account in : Read more What to Do with Your 401(k) When You Leave Your Current Employer? Pros and Cons EXPERIENCED ADVICE AND SUPPORT Transamerica rollover specialists make the process of combining accounts as informative and simple as possible. Alterations must be initialed and dated by both Current and New Owners.
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