Get Cook County Deferred Compensation Plan Direct Rollover/transfer ...

Completing the Cook County Deferred Compensation Plan Direct Rollover/Transfer Request form is essential for transferring your retirement funds efficiently. This guide provides clear instructions for filling out the form online, ensuring that all necessary information is accurately captured.

Follow the steps to successfully complete your rollover/transfer request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your personal information in SECTION I. Provide your full name, current address, Social Security number, home and work phone numbers, and email address to ensure proper identification.
3. In SECTION II, specify the source of your rollover/transfer funds. Check the appropriate box for the type of plan you are transferring from (e.g., 401(a), 401(k), 403(b), 457(b), or Traditional IRA) and fill in the carrier/custodian name and account number.
4. Complete the information regarding your previous employer if you are transferring from an employer-sponsored eligible retirement plan. Indicate the date you separated from service and provide your previous employer’s signature.
5. In SECTION III, indicate the amount you wish to rollover/transfer. Choose either a partial dollar amount or the total account balance and ensure that the check is payable to Nationwide Retirement Solutions.
6. For SECTION IV, provide your investment direction. Decide if you want the rollover credited as listed or according to your current allocation on file. Make sure the total percentage of your selected investment options equals 100%. If no option is selected, your funds will default to the Nationwide Money Market fund.
7. In SECTION V, review the authorization statement. Acknowledge that you have read the investment options' prospectuses, understand the tax implications, and confirm your eligibility for a tax-free rollover/transfer. Sign and date the form as the participant, and if required, a registered principal must also sign.
8. After completing the form, make sure to save your changes. You can download, print, or share your completed form as needed.

Complete your documents online with confidence and ensure a smooth retirement fund transfer.