Get Rollover Out Of Icma Rc Form

This guide provides clear instructions on how to complete the Rollover Out Of Icma Rc Form online. By following these steps, users can efficiently request a direct rollover from their ICMA-RC 457 or 401 plan account to an eligible retirement plan or IRA.

Follow the steps to complete your Rollover Out Of Icma Rc Form.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen online editor.
2. In Section 1, provide your personal information. This includes your full name, social security number, date of birth, and contact details. Ensure all information is complete and accurate for timely processing.
3. In Section 2, specify the ICMA-RC account you wish to transfer from. Choose either the 457 plan or the 401 plan option, marking the appropriate box.
4. For Section 3, provide the details of the account and trustee or custodian that will receive the rollover. Select the type of account (e.g., 457 plan, 401 plan, IRA) and fill in the required information for the trustee or custodian.
5. In Section 4, indicate the rollover amount. Specify whether you wish to transfer the total account balance or a partial amount. If requesting a partial transfer, indicate the specific dollar amount or percentage.
6. Step 5 requires your signature. Ensure to date the form and confirm your citizenship status as part of the participant signature process.
7. If this is your first request for a withdrawal, section 6 requires an authorized signature from your employer to confirm eligibility for the rollover.
8. Once all sections are completed, review the form for accuracy. Make necessary adjustments before final submission.
9. After confirming all information is correct, save your changes, and download or print the completed form. You may also choose to share it if needed.

Complete your Rollover Out Of Icma Rc Form online today to ensure a smooth transfer of your retirement assets.