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Get Deloitte 401k
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How to fill out the Deloitte 401k online
This guide provides clear and supportive instructions for users looking to complete the Deloitte 401k rollover form online. By following these steps, you can ensure that your rollover process is smooth and efficient.
Follow the steps to successfully complete your Deloitte 401k form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Fill in your account information. Begin with your Social Security number, followed by your name, address, city, state, zip code, date of birth, date of hire, and contact numbers for both daytime and evening.
- In the rollover amount section, specify the different types of rollovers you are making, including pre-tax, after-tax, and Roth rollovers. Enter the corresponding amounts and provide any necessary documentation for Roth and after-tax rollovers.
- Select the prior plan type from the provided options, ensuring that you check one that reflects your situation accurately.
- Choose how you would like your investment allocation to be handled. You can either use your current fund allocations or specify new fund allocations. If selecting new allocations, refer to the attached fund listing and ensure your total allocations equal 100%.
- Complete the authorization and employee certification section. Carefully read the certifications regarding the prior plan type and confirm they are true before signing the document.
- After reviewing all information for accuracy, save the completed form, and prepare to print or download it for submission.
- Mail the signed form along with any required documentation and the rollover check to the specified mailing addresses.
Start completing your documents online today to ensure a successful rollover!
Related links form
To determine your 401k provider at Deloitte, you can refer to your benefits documentation or check the employee portal. These resources usually list the financial institution managing your 401k account. If you cannot find the information you need, reaching out to your HR representative can provide clarity and ensure you are informed about your retirement options.
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