Get 459-388 Iap Direct Transfer Rollover Acceptanceindd - Oregon

This guide provides step-by-step instructions on how to fill out the 459-388 IAP Direct Transfer Rollover Acceptance form for Oregon online. Following these instructions will help ensure that your application process is smooth and efficient.

Follow the steps to complete the form accurately and efficiently.

1. Click the ‘Get Form’ button to retrieve the form and open it for editing. Make sure to have a suitable application ready to complete the form online.
2. In Section A, provide your applicant information. Type or print your first name, middle initial, last name, PERS number, and Social Security number clearly in dark ink to avoid any issues with legibility.
3. Move to Section B, titled Rollover Acceptance. As an authorized representative or plan administrator, indicate whether the plan will accept after-tax dollars by checking the appropriate box.
4. In Section C, fill in the rollover account information. Include the name of the financial institution, rollover account number (if available), and the type of rollover plan.
5. Section D requires the rollover mailing address and confirmation. Enter the address, city, state, and zip code, along with your name and title.
6. For Section E, sign in the designated area to indicate your acceptance of the rollover of contributions and earnings. Enter the date of the signature.
7. If you are not the authorized representative, ensure that the plan administrator provides written confirmation of acceptance for the rollover.
8. Once you have completed all sections, you can save changes, download, print, or share the form to ensure it is submitted timely.

Start completing your documents online today for a hassle-free experience!