Loading
Get Smart Jetform
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 Smart Jetform online
Filling out the Smart Jetform can be straightforward if you follow the right steps. This guide provides clear instructions on how to complete the form accurately and efficiently.
Follow the steps to successfully complete the Smart Jetform
- Click the ‘Get Form’ button to access the Smart Jetform. This will allow you to open the document in an online format ready for editing.
- Begin with Section A - General Information. Fill in your name (first, middle, last), birth date in mm/dd/yyyy format, mailing address, social security number, daytime phone number, city, state, and zip code. Ensure that all details are accurate and current.
- Next, proceed to Section B - URS Savings Plan Information. Here, you need to select which plan you are transferring funds to: Traditional IRA, Roth IRA, 401(k) Plan, or 457 Plan. Remember, URS only accepts untaxed funds for the 401(k) and 457 Plans.
- In Section C, fill out the Previous Account Information. Provide the name of the current trustee/custodian, the name of the plan you are transferring from, their mailing address, phone number, account number, city, state, and zip code.
- You will need to include specific instructions for the trustee/custodian regarding the transfer. Indicate whether to liquidate all funds, a specific amount, or specify a date for the transfer. Remember to include any necessary information about Certificates of Deposit if applicable.
- Section D requires your signature to certify that you understand and meet all requirements for the transfer or rollover. Ensure that you read both sides of the form for complete understanding.
- If a signature guarantee is needed, confirm with your current trustee/custodian, and obtain the required signature guarantee stamp.
- Finally, review all sections for completeness and accuracy. You can choose to save any changes you have made, download the form, print it for your records, or share it as needed.
Complete your Smart Jetform online today to ensure a smooth transfer process.
Filling out a form on your Samsung device is straightforward. First, open the form you want to complete, whether it's a Smart Jetform or another type. Next, tap on each field to enter your information, and make sure to review your entries before submitting. By using Smart Jetform, you can save time and ensure accuracy while filling out forms seamlessly.
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.