Get Rollover Contribution Form - Dyatech

This guide provides clear instructions for completing the ROLLOVER CONTRIBUTION FORM - Dyatech online. Whether you are new to rollover contributions or seeking to ensure accuracy, this step-by-step process will assist you in filling out the form correctly.

Follow the steps to complete the rollover contribution form effectively.

1. Click ‘Get Form’ button to access the rollover contribution form and open it in your preferred editing tool.
2. Enter your company name in the designated field to identify the plan you are associated with.
3. Provide your account number in the appropriate field to link your submission to the correct account.
4. Fill in your participant name using the format 'Last name, First Name' to clearly identify yourself in the document.
5. Input your Social Security number to ensure accurate identification and processing of your rollover.
6. Indicate the total rollover amount you wish to contribute to Dyatech, specifying the currency in dollars.
7. Complete the pre-tax rollover amount by specifying the contribution amount for each applicable money type (such as 401(k) Rollover, IRA Rollover, etc.) with corresponding dollar amounts.
8. Fill in the after-tax rollover amount similarly by providing the contribution amount and any earnings amount for the relevant types of rollovers.
9. Indicate your investment instructions. Choose to invest according to your previously submitted enrollment form or select preferences for fund allocation.
10. Sign the form in the consent section and include the date to authorize the rollover transaction.
11. Ensure that all required information, particularly FBO (For Benefit Of) details, is included as specified to avoid processing delays.
12. Finally, save your changes, download, print, or share the completed form as required.

Complete your rollover contribution form online today for seamless processing.