Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to access the form and open it in the designated editor.
2. Provide your account holder information in Step 1. Ensure all fields are completed, including your first name, middle initial, last name, address, telephone number, email, current employer name, social security number, and current employer phone number.
3. In Step 2, indicate the type of destination account that will receive the assets. Choose only one from the list provided, such as a pre-tax IRA, Roth IRA, or 401(k).
4. Move on to Step 3, where you will fill in your current account information. This requires the same required details as in Step 1, along with any necessary documentation, such as a copy of your current account statement and any applicable surrendering vendor forms.
5. Next, in Step 4, select the appropriate method for your exchange, transfer, or rollover. Choose only one option that fits your transaction, such as a direct rollover or plan-to-plan transfer.
6. Finally, in Step 5, ensure you sign and date the form where indicated. Signature guarantees may be required for your signature and possibly for your employer or plan administrator’s signature depending on your current account provider's policies.
7. After the form is completed, review it to ensure no fields are left blank. Incomplete forms will not be processed. You can then save changes, download, print, or share the form as necessary.

Complete your Exchange Transfer Rollover Request Form online today to streamline your retirement account consolidation.