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  • Slavic 401k Rollover Form

Get Slavic 401k Rollover Form

Slavic Integrated Administration 1075 Broken Sound Parkway NW, Suite 100 Boca Raton, FL 334873540 Phone: 844 627 4015 Fax: 866 274 6862 Email: Rollovers slavic401k.com Rollover Form (Rolling funds.

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How to fill out the Slavic 401k Rollover Form online

Navigating the Slavic 401k Rollover Form online can be straightforward if you understand each component. This guide offers a clear, step-by-step approach to successfully completing the form, ensuring you meet all necessary requirements for your rollover.

Follow the steps to complete your Slavic 401k Rollover Form online

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Identify the type of account or contract you are rolling over by selecting one of the options in Section 1. Ensure to choose accurately based on your current funds, such as 'Qualified 401(k) Plan' or 'Traditional IRA'.
  3. In Section 2, fill out your personal information including your name, last four digits of your Social Security Number, address, and daytime telephone number. Double-check your entries for accuracy.
  4. Provide your date of hire and the name of your worksite employer. This information is essential for processing your rollover correctly.
  5. Sign and date the form in the required fields to validate your request. Remember, your signature is necessary to proceed with the rollover.
  6. Once all the information is completed and verified, save your changes. You will then have the option to download or print the form for submission.
  7. Forward the completed form along with the rollover check to the designated address provided in the guidelines: Slavic Integrated Administration, Attn: Oasis 401k Rollover Department.
  8. Ensure to keep a copy of both the form and the check for your records. After submission, it may take some time for your rollover to process.

Begin your rollover process by filling out the Slavic 401k Rollover Form online today.

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At Slavic401k, we provide business retirement savings solutions – and we've been doing it for over 35 years. Businesses come to us because of the value our retirement savings solutions provide their company.

Under John's leadership and vision, the Slavic family of companies has grown from a one-person financial advisory firm to a national 401(k) provider with more than $9B in assets under administration, serving over 12,000 businesses and 250,000 participants nationwide.

How do I transfer my 401(k) account with my former employer into my new 401(k) plan? Log in to your Slavic401k account and download our 'Rollover into Slavic401k/PlanRight Form' located on the Forms page. Please fill out the required information and return it to us.

You can view the status of your distribution request by following the steps below: Log in to your account. Select My Portal. Select View Your Distribution Request Status and History.

(800) 356-3009.

If you cash out your 401(k), there is a 20% tax and possible 10% penalty. If you have an unpaid loan and request a distribution to yourself, the loan will be deducted from your balance paid out and be subject to a 20% mandatory tax, and possible 10% early withdrawal penalty.

Slavic401k is one of the fastest growing 401(k) providers in the U.S. Established over 30 years ago by current president and CEO John Slavic, Slavic401k specializes in multiple employer and pooled employer 401(k) plans and have built our business around providing a 401(k)-administration platform that is custom-tailored ...

You might be subject to an early withdrawal penalty unless a Form 5329 exception applies. While you should have received a Form 1099-R reporting your rollover, if you didn't, or if you failed to report the IRA when you initially filed your tax return, you can report your 401K rollover on a Form 1040X: Amended Return.

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