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Guidance on Recontributions, Rollovers and Qualified ...

www.irs.gov

the Higher Education Act of 1965 (20 U.S.C. 1088), as in effect on the date of the enactment of this paragraph, and (B) which is eligible to participate in a program under title IV of such Act. 3 . ... secondary public, private, or religious school. See § 529(c)(7). The 2017 Act also amended

  Higher, Private, Qualified, Rollovers, On recontributions, Recontributions, Rollovers and qualified

Rollover/Recontribution Request ROLLOVER

retirementsolutions.financialtrans.com

Rollover/Recontribution Request. Section C- Investment Election (Participant Completes) Please select either 1 or 2. 1. My rollover contribution or return of a previous Coronavirus-Related Distribution or Qualified Birth or Adoption Distribution will be invested in my . current investment elections in the plan

  Distribution, Request, Rollovers, Recontributions, Rollover recontribution request

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