Follow the steps to complete your rollover form with ease.

1. Press the ‘Get Form’ button to access the rollover form and open it in your online editor.
2. Provide your personal information in Section I. Fill in your Plan number, Social Security number, name (last, first, middle initial), address, state, city, date of birth, date of hire, and contact phone number. Ensure accuracy as this information is vital for processing your rollover.
3. In Section II, indicate the rollover amount. Specify the amount of your pre-tax and after-tax rollovers. Also, include the total rollover amount and after-tax cost basis. Make sure that the check you will send is made payable to 'Vanguard Fiduciary Trust Company FBO [Your Name]'.
4. Select your prior plan type in Section III by choosing one from the options provided: Qualified Plan, Governmental 457, 403(b), or IRA. Note that the plan does not accept rollovers from SEP or SIMPLE IRAs.
5. In Section IV, specify your investment preferences. Choose either to invest your rollover money using your current fund allocations or select new fund allocations from the provided list. Ensure that your allocations sum to 100%.
6. Review and fill out Section V, which includes authorization and employee certification. Carefully read through the certifications to ensure you meet all required conditions for the rollover. Sign and date the form.
7. Once all sections have been completed, save your changes, and prepare to print or download the completed form for your records. You will also need to submit the form along with the rollover check.
8. Mail the completed form and check using the provided mailing instructions. Ensure to use the correct address based on your mailing preference, either for U.S. Mail or overnight delivery.

Start filling out your Battelle Employees Savings Plan Rollover Form online now!