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Mutual fund custodial account Transfer or Rollover Request SectionBySection Instructions Voya Institutional Trust Company, Custodian Recordkeeping provided by Voya Retirement Insurance and Annuity.

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There are two types of rollovers: Indirect rollover: You'll receive funds in your name and within 60 days, you must reinvest and send money to new plan. Direct rollover: Plan-to-plan transfer and you never see the money, it goes directly to your new plan.

A transfer of assets is when you instruct your retirement account provider to move funds directly between two accounts of the same type, such as from one Traditional IRA to another Traditional IRA. Transfers can take place as often as you like.

When talking to the TSP, a transfer is when they send money directly from your TSP to your IRA account. A rollover, however, is when they send you a check personally and then you are responsible to deposit the money into your IRA within 60 days.

Transfers offer a straightforward way to move funds between IRA accounts and are not held to IRA limits or reporting requirements. If you are moving funds from a qualified or employer-sponsored account, then a rollover is the best option.

The difference between an IRA transfer and a rollover is that a transfer occurs between retirement accounts of the same type, while a rollover occurs between two different types of retirement accounts. For example, a transfer is when you move funds from an IRA at one bank to an IRA at another.

Most pre-retirement payments you receive from a retirement plan or IRA can be “rolled over” by depositing the payment in another retirement plan or IRA within 60 days. You can also have your financial institution or plan directly transfer the payment to another plan or IRA.

A 401(k) rollover is when you take money out of your 401(k) and move those funds into another tax-advantaged retirement account. Many people roll their 401(k) into an individual retirement account, or IRA.

A rollover occurs when you withdraw cash or other assets from one eligible retirement plan and contribute all or part of it, within 60 days, to another eligible retirement plan.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232