Loading
Get Form 601e
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Form 601e online
Filling out the Form 601e, which is the Request for Rollover Approval for Early Retirement Incentive, is an essential step for users seeking to manage their retirement funds. This guide provides clear and comprehensive instructions to help you navigate the process efficiently.
Follow the steps to fill out the Form 601e correctly.
- Press the ‘Get Form’ button to obtain the form and access it in the editor.
- Begin by filling out Section 1, the Member Information. Provide your first name, middle initial, last name, suffix (if applicable), mailing address, telephone numbers (work and home), and Social Security number accurately.
- Move to Section 2, Certification by Financial Institution. Ensure your financial institution completes this section with the required information. They should specify the type of account the rollover is coming from and provide the amounts that are tax deferred and previously taxed.
- In Section 3, complete your Member Certification by stating the amount you wish IMRF to accept for rollover and the number of months of Early Retirement Incentive (ERI) credit you are purchasing.
- Select your relationship status by choosing whether you are married or in a civil union for at least one year or single/married/in a civil union for less than one year at the time of your last IMRF participation.
- Sign and date the form where indicated, making sure to write your signature (do not print or type).
- Before submitting, review all answers to ensure all questions are completed accurately, as incomplete forms may lead to delays.
- Once satisfied with your form, save any changes, then download, print, or share the form as needed.
Complete your Form 601e online today to expedite your rollover request.
Unfortunately, you cannot file the I-601 waiver online at this time. All submissions must be mailed to USCIS. To guide you through the filing process, uslegalforms offers helpful resources to ensure your application is completed correctly.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.