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Ο you choose whether your payment will be. The documents below are designed to ensure compliance with the automatic rollover regulations governing mandatory distributions from your plan. Web to request a rollover, you need to do the following: Fund is an “eligible rollover 2). Web use this form to initiate a direct rollover of your existing retirement account to your.
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Fund is an “eligible rollover 2). Web instructions to request a direct rollover to an eligible retirement plan (including an ira), complete all applicable sections of this form, obtain any required signatures, and return. Ο you choose whether your payment will be. You may need to get the rollover form notarized, if.
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