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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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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232