Direct Rollover definition

Direct Rollover means a payment by the Plan to the Eligible Retirement Plan specified by the Distributee.

Direct Rollover means a payment by the retirement system to the eligible retirement plan specified by the distributee.

Direct Rollover. A direct rollover is a payment by the Plan to the eligible retirement plan specified by the distributee.

Examples of Direct Rollover in a sentence

• To initiate the account, we will need the original completed forms: IRA Account Application IRA Transfer or Direct Rollover Form (if transferring funds) Photocopy of your driver's license (Patriot Act requirement) For office use only: Account No.: Date Received: 1 PERSONAL INFORMATION Legal Name (Required) Mr. Ms. Mrs.

• A Direct Rollover is a payment by the Plan to the Eligible Retirement Plan specified by the Distributee.

• A Direct Rollover is a payment by the Plan to an Eligible Retirement Plan specified by the Distributee.

• Distributions not transferred to an Eligible Retirement Plan in a Direct Rollover shall be subject to income tax withholding as provided under the Code and applicable state and local laws, if any.

• All amounts will be invested in accordance with the written instructions I provide with respect to each Transfer of an IRA or Direct Rollover of an employer sponsored retirement plan.

More Definitions of Direct Rollover

Direct Rollover means a payment by the system to an eligible

Direct Rollover means a payment by the System to the

Direct Rollover means a payment by the Plan to the eligible retirement plan specified by the Distributee.

Direct Rollover means a payment by the plan to an eligible

Direct Rollover means an Eligible Rollover Distribution that is paid directly to an Eligible Retirement Plan for the benefit of the Distributee.

Direct Rollover means a payment from an eligible retirement plan specified by the member to the fund.

Direct Rollover means a payment by the retirement plan to the eligible retirement plan