Get Ep-0646-0715ep-0646.qxd - Newjersey

This guide provides a detailed overview of how to complete the EP-0646-0715 form for the direct rollover or trustee-to-trustee transfer of funds to purchase additional service credit in New Jersey. Whether you are familiar with online forms or a first-time user, this guide will help you navigate each section easily.

Follow the steps to complete the EP-0646-0715 form online

1. Press the ‘Get Form’ button to access the EP-0646-0715 form and open it in your preferred document editor.
2. Begin by carefully reviewing the instructions on the form and ensuring you have received your Purchase Cost Quotation Letter, as it is necessary for proceeding with the application.
3. In Section A, type or print your information clearly in black ink. Ensure that all fields are filled out accurately, including your name, daytime phone number, mailing address, and Social Security number.
4. Go to Section B and select the appropriate retirement system by checking the relevant box. This section represents crucial information about your pension membership.
5. In Section C, indicate the type of distribution you are utilizing for the rollover by checking the relevant option. Specify the amount to be transferred and, if applicable, provide details about any personal funds included.
6. Forward the form to your disbursing plan administrator to complete Section D. This section requires their certification and signature confirming the distribution of funds from an eligible retirement plan.
7. Review Section E, where you will provide your certification and authorization. Sign and date the form to confirm that all information provided is accurate.
8. Once all sections are completed and verified, submit the entire form along with any checks to the Cash Receipts Section, Division of Pensions and Benefits, at the specified address.

Complete your EP-0646-0715 form online to ensure a smooth rollover process for your service credit purchase.