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.
regarding planto- -plan transfers (not individual rollovers), contact us at the above number. • A direct Roth rollover contribution is allowed only if the receiving Plan allows Roth contributions. To confirm that the Plan allows direct Roth rollovers, check your Plan summary plan description or contact us at the above number. In the case of a
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