Get Rollover/transfer Out Form - Human Resources - Humanresources Tennessee

The rollover/transfer out form is a crucial document for managing your retirement assets in Tennessee. This guide will provide you with step-by-step instructions to effectively complete the form online, ensuring that all required information is correctly entered.

Follow the steps to fill out the rollover/transfer out form effortlessly.

1. Click the ‘Get Form’ button to access the rollover/transfer out form and open it in your online editor.
2. Begin with section 1: Client Information. Fill in your name, Social Security Number or Tax ID, daytime phone number, date of birth, group name/number, ensuring all details are accurate.
3. In section 2: Rollover/Transfer Out Request, select whether you are requesting a rollover, transfer, or exchange by checking the appropriate box. If transferring for service credit, provide the retirement date if known.
4. Specify the receiving plan type for your rollover/transfer/exchange, by checking the applicable box (e.g., 403(b), 401(k), etc.). Provide account numbers and amounts for withdrawals or surrenders as needed under option A or B.
5. Proceed to section 3: Distribution Reason, indicating the reason for your distribution and specifying the date of separation from service if applicable.
6. Complete section 4: Special Instructions, if you have any specific needs or details related to your request.
7. In section 5: Payee Transfer/Exchange Company Instructions, provide the receiving company name, account number, and address details.
8. Fill out section 6: Spousal Consent, indicating your marital status. Ensure the spouse's consent is provided if required, either by signature or notarization.
9. If applicable, have section 7: Vesting Determination completed by your employer or complete it if VALIC provides full service.
10. Complete section 8: Plan Administrator Approval, if necessary. Provide all relevant signatures.
11. In section 9: Client Approval, sign and date the form, certifying that all information provided is complete and accurate to the best of your knowledge.
12. For requests of $25,000 or more, complete section 10: Signature Guarantee or Financial Advisor Signature, obtaining the necessary signatures or guarantees.
13. Once all sections are completed, review the form for accuracy, save changes, and prepare it for submission via printing, downloading, or sharing as required.

Start filling out your rollover/transfer out form online today to manage your retirement assets efficiently.