Get Direct Rollover (transfer) Request Form - Florida State University - Hr Fsu

Completing the Direct Rollover (Transfer) Request Form for Florida State University can be straightforward when you follow the right steps. This guide will provide clear, detailed instructions to help you efficiently navigate the online form.

Follow the steps to successfully complete the form online.

1. Press the 'Get Form' button to access the form and open it in your preferred online editor.
2. In Section A, fill in the employer information. Ensure to include the employer name, 'Florida State University,' along with the contract/account number and affiliate number.
3. In Section B, provide your personal information. This includes your social security number, date of birth, first name, last name, mailing address, city, state, phone number, and email address.
4. Move to Section C where you will specify your rollover information. Indicate the reason for the rollover from the options provided, such as termination of employment or retirement.
5. Select your rollover options, indicating whether you want a full rollover or a combination of direct rollover and payment to yourself. Specify the amounts or percentages as needed.
6. In Section D, choose your payment options for the rollovers. Make sure you select one of the payment methods: special handling, wire transfer, or check, and provide any necessary details.
7. Fill out Section E to elect tax withholding options if applicable. Indicate whether you want federal and/or state taxes withheld for a rollover to a Roth account.
8. Section F requires your signature. Ensure that you certify the information is correct and complete, then date and sign the form.
9. Finally, in Section G, ensure the employer information and signature is completed if required. Check if your employment status is active, terminated, or retired and provide the necessary details.
10. Once all sections are filled out, you can save your changes, and either download, print, or share the completed form as needed.

Complete your Direct Rollover (Transfer) Request Form online today for a smooth transition to your new retirement plan.