Transcription of Rollover Contribution Form Instructions - Merrill Lynch
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Rollover Contribution Form Instructions - Merrill Lynch
Rollover Contribution form Instructions Dear Plan Participant Thank you for choosing to roll your account balance into your company s retirement plan. To process your Rollover quickly, you, Waste Management and Merrill Lynch must conform to certain Rollover process rules dictated by the Internal Revenue Code (IRC). An acceptable Rollover application consists of three documents mailed to Merrill Lynch in one envelope. These documents are: The Rollover Contribution check Distribution qualification document(s) Completed & signed Merrill Lynch Rollover Contribution form Follow these Instructions and reduce the risk of delays: 1. Confirm with your current employer that you are eligible to make a Rollover Contribution into your retirement plan 2.
Rollover Contribution Form Instructions Dear Plan Participant Thank you for choosing to roll your account balance into your company’s retirement plan. To process ... Please note that if you select Option 3A, do not complete the investment selection section in Option 3B.
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