Get Persi Rs803 2013-2025
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How to fill out the PERSI RS803 online
Filling out the PERSI RS803 form online can streamline the process of rolling over funds to the PERSI Choice 401(k) Plan. This guide provides clear, step-by-step instructions to help users navigate the form efficiently, ensuring that all necessary information is accurately completed.
Follow the steps to successfully complete the PERSI RS803 form.
- Click ‘Get Form’ button to obtain the form and open it in an online editor.
- Carefully read the sections titled ‘About PERSI Choice 401(k) Plan’ and ‘Rollover Eligibility Requirements’ provided on pages 3 and 4. Understanding these guidelines is crucial before proceeding.
- Complete the ‘Participant Information’ section on page 1. Ensure to enter your full name, Social Security number, mailing address, daytime phone number, and birth date.
- In the ‘Rollover Contribution Information’ section, specify the type of contribution you are making by selecting the appropriate checkbox (direct rollover, 60-day rollover, job-related distributions, etc.).
- Provide details about your prior employer or the financial institution of your IRA in the designated fields, indicating the name and account number.
- Indicate the contribution amount either by selecting the entire account balance option or specifying an exact dollar amount.
- Sign the ‘Participant Certification’ section to certify that your rollover contribution is eligible and has met the necessary requirements. Include the date of your signature.
- Complete the ‘Investment Instructions’ section on page 2. You will need to specify how you wish to allocate percentages to the listed funds. Make sure the total percentage equals 100. If you prefer the default investment, leave this section blank but remember to enter your name and Social Security number for authorization.
- Once the form is fully completed, make a copy for your records to ensure you have documentation of your submission.
- Submit the completed form along with required documents to the administrator of your prior retirement plan or qualified IRA. Follow up to confirm receipt of your submission and inquire about any additional paperwork needed.
Prepare to complete your forms online today for a smooth rollover process!
To qualify for PERSI RS803, you must accumulate a specific number of service hours with an eligible employer. Generally, a minimum of five years of full-time service is required to access full benefits. However, even shorter periods of employment can provide some benefits. For detailed information on service requirements, check with your employer or the PERSI resources available on uslegalforms.
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