Transcription of Rollover Contribution - Insperity
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Rollover Contribution - Insperity
401(k) Plan Rollover Contribution Form Please complete this Form to accompany your Rollover Contribution check into the receiving 401(k) plan listed below ( Plan ). You MUST complete each section before your Rollover Contribution can be processed. Failure to thoroughly complete this Form may result in a delay in the processing of your Rollover Contribution request and may jeopardize your ability to roll over your distribution. Note that additional information may be required before your Rollover Contribution can be processed. If you intend to roll over Roth contributions , it is important to confirm that the Plan allows Roth contributions before requesting your Rollover . Before completing this Form, please review the Rollover Contribution Form Instructions on page 2. Employee Information Last 4 Digits of Social Security Last Name First Name Middle Initial Number or Employee ID#.
Complete the Rollover Contribution form. Failure to complete this form thoroughly and accurately may delay the processing of your rollover contribution. • Direct and indirect rollovers may be accepted from (1) a qualified plan described in Section 401(a) or 403(a) of the
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