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Rollover Certification Form.pdf

Rollover_Cert_Non_Nationwide1.pdf

🔗 Source: labfchicago.org

📊 Size: 131 KB

👤 Author: mgrazevich

⬇️ Downloads: 65

Summary

Do not withdraw funds or send rollover distributions to LABF before eligibility is advised. Complete the certification to roll over tax-deferred distributions for payment of past service credits. The form requires member information, certification by a qualified plan administrator or financial institution, and member certification. LABF must review rollover information before accepting a rollover, and certain distributions are not accepted, such as those from a Roth IRA or previously taxed contributions. Accepted rollover distributions include those from qualified plans, annuity plans, tax-sheltered annuity contracts, and individual retirement accounts. The financial institution must provide required information, and the member must complete the certification form. Ineligible distributions sent to LABF will be returned and may be considered a tax-qualifying event.

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Description

Do not withdraw funds or send rollover distributions to LABF before eligibility is advised.

Technical Information

File Format: PDF
File Size: 131 KB
Pages: 2
Language: EN
Author: mgrazevich
Total Downloads: 65
Last Updated: 6 days ago

Document Overview

This PDF document about Rollover Certification Form provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Rollover Certification Form.