Get Mo Cerf 98993-02 2019-2025

Filling out the MO CERF 98993-02 form online is a straightforward process that allows participants to manage their 401(a) Plan efficiently. This guide provides clear, step-by-step instructions to help users complete the form accurately and confidently.

Follow the steps to complete your MO CERF 98993-02 form online.

1. Click ‘Get Form’ button to obtain the form and open it in the online application.
2. Complete the participant information by entering your last name, first name, middle initial, and ensuring the name matches what is on file with the service provider. Enter your Social Security Number, email address, mailing address, city, state, and zip code.
3. Provide your date of birth and select your gender. Indicate your marital status by selecting either 'Married' or 'Unmarried.'
4. Fill in the payroll information, including your division name, division number, location name, and location number.
5. In the direct rollover information section, indicate your choices regarding the direct rollover from your previous plans or accounts, such as 401(a), 401(k), 403(b), or a Traditional IRA.
6. Enter the previous provider's information, including the company name, account number, and mailing address, along with their phone number.
7. Specify the amount of direct rollover, noting that amounts entered should be estimated if not known.
8. Choose your investment option from the provided list, either opting for existing ongoing allocations or selecting your own investment options.
9. Read through the participant acknowledgments carefully, ensuring you understand the implications of your decisions and the associated responsibilities.
10. Complete the payment instructions section, and ensure you provide the necessary addresses and references for checks and wire transfers.
11. Sign and date the form, ensuring you provide a handwritten signature, as electronic signatures are not accepted.
12. If required, forward the completed form to your plan administrator or trustee for their signature.

Start completing your MO CERF 98993-02 form online today for efficient rollover management.