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Get Wells Fargo Institutional Retirement And Trust
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How to fill out the Wells Fargo Institutional Retirement And Trust online
Filling out the Wells Fargo Institutional Retirement And Trust rollover contribution form can be straightforward when guided correctly. This process allows users to roll over funds from eligible retirement plans while ensuring compliance with the necessary regulations.
Follow the steps to complete the form accurately and efficiently.
- Click ‘Get Form’ button to obtain the rollover contribution form and open it for editing.
- Provide your personal information in Section I, including your name, social security number, address, birth date, hire date, and phone number.
- In Section II, indicate the amount you wish to roll over and specify the types of funds as pre-tax, after-tax, or Roth, adhering to your plan's rules.
- If your distribution was paid directly to you, attach documentation in Section III that shows the date, tax withholding, and amount of the distribution.
- Review and sign Section IV to authorize the rollover, confirming that all information provided is accurate and that the rollover complies with the rules.
- Mail the completed form along with any attached documentation to the specified address, or wire the rollover proceeds according to the instructions provided, ensuring timely processing.
Start completing your rollover contribution form online today to manage your retirement savings effectively.
If you're not sure where your old 401(k) is, there are three places it's likely to be: Right where you left it, in the old account set up by your employer. In a new account set up by the 401(k) plan administrator. In the hands of your state's unclaimed property division.
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