Form . 5498. 2017. Cat. No made any nondeductible contributions to your traditional IRA or SEP IRA and you did not roll over the total distribution, use Form 8606 FLEX Roll-Over Form. Deadline for submission of rollover forms is seven (7) business days before the official graduation date for spring semester. refund/rollover . request . terminating pera-covered employment. includes the colorado pera forms to . close your pera defined benefit account . revised august 2016 Rollover-In (Incoming Assets) Form To have your rollover sent via ACH: Provide the following information to your prior qualified plan or IRA provider: Roll_Over 7/15 SEND A COPY of this form to the YMCA Retirement Fund and one to your former employer's plan administrator/IRA custodian. We recommend that you Transfer/Rollover/Exchange Form Instructions: Use this form to move assets to your Fidelity employer-sponsored retirement account from a previous investment Roll over your old 401k to an IRA to gain investment flexibility without losing tax benefits. Access your 401(k) account and get comprehensive information about retirement planning, including rollovers, saving, and investing for retirement. Roll over to a Wells Fargo IRA in 3 easy steps: choose an IRA, transfer funds from your 401(k), and manage your savings. To process your Rollover Request: 1. CAREFULLY FILL OUT ALL SECTIONS OF THIS ROLLOVER FORM Incomplete forms will delaying processing. 2. SIGN & DATE
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