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  • 5366 Outgoing Transfer-rollover-exchange Form 012309 Web Version With 80364.doc

Get 5366 Outgoing Transfer-rollover-exchange Form 012309 Web Version With 80364.doc

Valued Client RiverSource Life Insurance Company 829 Ameriprise Financial Center Minneapolis, MN 55474 Contract Owner: Contract Number: RiverSource Distributors, Inc. (Distributor), Member, FINRA.

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In both cases, you reach out to the new plan provider or the investment firm you plan to work with and let them know you will be rolling over assets from an old plan. Then, contact the old 401(k) plan provider to initiate the process of making a qualified distribution into a new qualified account.

By age 59.5 (and in some cases, age 55), you will be eligible to begin withdrawing money from your 401(k) without having to pay a penalty tax. You'll simply need to contact your plan administrator or log into your account online and request a withdrawal.

Call 1-800-343-0860, business days from 8 AM to midnight Eastern Time. Use this form to request a rollover distribution from your 401(a), 401(k), 403(b) or 457(b) governmental employer plan. Fill in by hand using CAPITAL letters and black ink, or on screen (if PDF).

Key takeaways 4 options for an old 401(k): Keep it with your old employer's plan, roll over the money into an IRA, roll over into a new employer's plan (including plans for self-employed and small businesses), or cash out.

Contents Step 1: Confirm 401(k) details. Step 2: Choose a destination. Step 3: Initiate your rollover. Step 4: Deposit rollover check. Step 5: Invest your funds. Conclusion. Extras.

Two 401k Rollover Forms you Must Complete Make sure you provide the name of your current investment provider and the exact address on your 401k rollover forms. Besides the account information for both the old investment firm and the new company, you'll need the fund names and your investment percentages in each.

Once you've set up your IRA account, you contact the plan custodian for your 403(b) and tell them that you would like to make a rollover. You will then have to give them the account information for your IRA so the custodian can execute the transfer of funds and move the money directly from one account to the other.

You may change your contributions or opt out at any time by contacting Fidelity at 1-800-835-5097 or logging in to your Fidelity NetBenefits® account online.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232