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401k Rollover Request

This is a form used to transfer funds from an existing 401k account to another retirement account

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Service Description

A 401k Rollover Request is a legal document used to transfer funds from one 401k account to another. This is typically done when an individual changes employers or wants to consolidate their retirement accounts. The document must include the name and account information of the old 401k plan, as well as the name and account information of the new plan. It must also specify the amount to be transferred and any taxes or fees associated with the transfer. It is important to follow all instructions and guidelines provided by both the old and new 401k plans to ensure a smooth and successful transfer.

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