Get Savingsplusnow

Understanding how to complete the Savingsplusnow form is essential for managing your retirement accounts effectively. This guide will provide clear, step-by-step instructions to help you navigate the form with confidence.

Follow the steps to fill out the Savingsplusnow form online.

1. Press the ‘Get Form’ button to obtain the Savingsplusnow document and open it in the editor.
2. Fill in the participant information section with your name, account number or Social Security number, email, and preferred phone number. Select the appropriate phone type.
3. In the plan type section, select the applicable plan. Remember to complete a separate form for each plan type.
4. Indicate your rollover direction. Choose one of the provided options, either proportionately from all sources and funds or from specific sources or funds. If using percentages, ensure they are whole numbers.
5. Complete the new carrier information section. Provide the carrier name, account number, mailing address, city, state, and zip code. Include the contact name and phone number.
6. Select the new plan/account type and indicate if you would like an overnight check for a fee. Remember that we cannot offer overnight delivery to a PO Box.
7. Review the tax ID certification statements carefully and confirm your understanding and eligibility. Make sure you provide the correct taxpayer identification number.
8. Sign and date the authorization section to confirm your rollover request. Acknowledge that you have read and received the IRS tax notice.
9. Ensure that the completed form, along with any required documents such as the letter of acceptance from the new carrier, is ready for submission. Save your changes and either download, print, or share the form as needed.

Complete your Savingsplusnow document online today.