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What forms are required to complete a rollover?

April 26, 2017COMPLETE forms rollover

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What forms are required to complete a rollover?

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Each financial institution requires a Rollover IRA application, and they may also have a separate authorization form that will be populated with the information you provide during the process. Additionally, if you are opening a brokerage account, a New Account form may be required. Your former retirement plan custodian typically requires a Request for Distribution Form in order to release your funds. All of these forms are completed online at RolloverSystems and mailed to you for signatures.