Get Solo 401k Transferrollover Form Pdf - Invesco

This guide provides step-by-step instructions for completing the Solo 401k Transfer/Rollover Form PDF provided by Invesco. Whether you are transferring or rolling over your eligible retirement assets, this comprehensive guide will walk you through each section of the form with clarity and support.

Follow the steps to complete your Solo 401k transfer or rollover form.

1. Click ‘Get Form’ button to access the Solo 401k Transfer/Rollover Form PDF. This will allow you to open the document for completion.
2. In the participant information section, fill in your full name, Social Security number, date of birth, mailing address, city, state, primary phone number, and alternate phone number. Ensure that all details are written clearly in block capital letters.
3. For the section regarding assets moving from your current account, include the name of the current trustee, custodian, or employer, the account number, their mailing address, city, state, phone number, and fax number. Mark whether you have contacted your current trustee/custodian/employer regarding any requirements they have for the transfer.
4. In the instructions to the delivering trustee/custodian/employer section, select your account type that the funds are being transferred from. This includes options like Traditional IRA, 401(k), or others. Then, indicate the reason for the rollover and select your distribution instructions.
5. In the assets moving to your Invesco Solo 401(k) account section, indicate whether this is a new account or an existing one by providing the Account ID. Specify the investment allocation by listing the fund names and the percentage allocation, ensuring that the total equals 100%.
6. Complete the authorization and signatures section. Both the participant and the trustee must sign and date the form to authorize the rollover. Ensure that signatures are properly guaranteed if requested by your current trustee/custodian/employer.
7. Finally, review the form for completeness and accuracy. Once confirmed, save your changes if working online, download, print, and sign the form as necessary. Mail the completed form along with any required documentation to the specified address.

Complete your Solo 401k transfer or rollover form online today to ensure a smooth transition of your retirement assets.