Get Meredith Savings And Rollover Form Investment Plan

This guide provides detailed instructions on how to complete the MEREDITH SAVINGS AND Rollover Form INVESTMENT PLAN online. By following the steps outlined, users can efficiently combine balances from previous employer plans with their current investment plan.

Follow the steps to complete your rollover form accurately.

1. Click ‘Get Form’ button to obtain the MEREDITH SAVINGS AND Rollover Form and open it in the online editor.
2. Fill in your personal information accurately in the designated fields. This includes your full name (last, first, and middle initial), social security number, address, phone number, email address, and date of birth. Use black ink if completing by hand and ensure all information is legible.
3. Indicate your marital status by selecting either 'Single' or 'Married'. Also, specify your gender by checking the appropriate box.
4. If you have been rehired, provide the necessary dates of employment, including date of original employment, termination, and rehire.
5. In the 'Request Rollover From Prior Financial Institution' section, contact your previous financial institution to initiate the rollover process. Clearly instruct them to make the checks payable to 'Principal Life Insurance Company' and provide your name and contract number/plan ID.
6. Specify the type of retirement funds being rolled over by checking the relevant boxes. Options include 401(k) plans, IRAs, and other applicable plans. Include the name of the financial institution from which the funds are transferring.
7. Complete the 'Rollover Information' section, detailing the amounts of any after-tax contributions if applicable, and ensure that you specify if it involves Roth contributions.
8. In the 'My Customized Investment Options' section, indicate the percentage you wish to allocate to each investment option. Ensure that the total equals 100%.
9. Sign and date the form to confirm the accuracy of the information provided, ensuring that you understand the rollover guidelines according to your employer’s plan.
10. Submit the completed MEREDITH SAVINGS AND Rollover Form along with any applicable checks. You can choose to mail or fax the form to Principal Life Insurance Company as per the instructions provided.

Complete your MEREDITH SAVINGS AND Rollover Form INVESTMENT PLAN online today to manage your retirement funds effectively.