Get One America Rollover Form

Completing the One America Rollover Form online is a straightforward process that allows you to transfer assets to your AUL Retirement Plan. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently.

Follow the steps to complete your One America Rollover Form online.

1. Click ‘Get Form’ button to obtain the form and open it for filling out.
2. Begin by entering the name of your prior employer or IRA provider in the designated field.
3. Next, fill in the prior plan number or IRA account number to ensure the accurate transfer of your assets.
4. Provide the contact details of the attention person at your prior employer or IRA provider, including their phone number.
5. Print your name clearly in the section labeled 'Employee's Name.'
6. Complete your street address, including city, state, and zip code, as required.
7. Enter your Social Security number in the specific field designated for this information.
8. Indicate the amount of transfer you wish to initiate in the '$ Amount of Transfer' field.
9. In the section for the AUL plan name, specify the name of the plan you are directing your rollover to.
10. Provide the plan number associated with AUL Retirement Services.
11. Acknowledge that you are aware of any fees or penalties that may result from the withdrawal of assets by checking the appropriate box.
12. Sign and date the form in the designated signature field to finalize your request.
13. Once all fields are completed, save your changes, and you have the option to download, print, or share the form as needed.

Complete your One America Rollover Form online today to ensure a smooth transfer of your retirement assets.