Get Insperity 40012 2011-2026

This guide will assist you in navigating the Insperity 401(k) rollover contribution form (40012) online, ensuring that you complete it accurately and efficiently. By following these simple steps, you will be able to submit your rollover contribution with confidence.

Follow the steps to complete the Insperity 40012 online.

1. Press the ‘Get Form’ button to access the rollover contribution form and open it in your chosen editor.
2. Fill in your employee information, including the last four digits of your Social Security number, last name, first name, middle initial, street address, city, state, zip code, and daytime/evening phone numbers.
3. Indicate the amount of your rollover contribution in the appropriate field. Ensure that you write the amount clearly and accurately.
4. Provide information from the distributing Plan Administrator or IRA trustee in the designated section. This includes specifying whether the rollover is direct or indirect and, if applicable, the Roth information.
5. In the certification signature section, ensure a representative from the distributing plan signs and dates the form to verify the rollover amount.
6. Next, review your certification statement, confirming that this contribution meets eligibility requirements and does not include after-tax amounts unless they are Roth contributions.
7. Sign and date the participant signature section, affirming that the information you provided is true and accurate.
8. Once you have completed the form, prepare to mail it along with the check to the designated address provided.
9. Finally, ensure you save your changes, download or print the completed form as needed, and send it to Insperity Retirement Services.

Begin filling out your Insperity 40012 form online today to ensure a seamless rollover process.