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Empower Retirement 401k Rollover Form 2018

Use a Empower Retirement 401k Rollover Form 2018 template to make your document workflow more streamlined.

Incoming Direct Rollover 401(a) Plan Do not complete the Investment Option Information portion of this form if you elected to have your account professionally managed by Advised Assets Group, LLC

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What is the Empower Retirement 401k Rollover Form

The Empower Retirement 401k rollover form is a crucial document that facilitates the transfer of retirement funds from one account to another. This form is specifically designed for individuals looking to roll over their 401k accounts into an Empower Retirement plan. It ensures that the process complies with IRS regulations, allowing for a seamless transition of retirement assets without incurring taxes or penalties.

Steps to complete the Empower Retirement 401k Rollover Form

Completing the Empower Retirement 401k rollover form involves several key steps:

  1. Gather necessary information: Collect details about your current 401k account, including account numbers and the financial institution's contact information.
  2. Fill out personal information: Provide your name, address, Social Security number, and other identifying details on the form.
  3. Specify the rollover amount: Indicate the total amount you wish to transfer from your existing retirement account.
  4. Choose the type of rollover: Select whether you are doing a direct rollover or an indirect rollover, as this impacts how the funds are transferred.
  5. Review and sign: Carefully review the completed form for accuracy, then sign and date it to authorize the rollover.

How to obtain the Empower Retirement 401k Rollover Form

The Empower Retirement 401k rollover form can be easily obtained through various channels:

  • Visit the official Empower Retirement website and navigate to the forms section.
  • Contact Empower Retirement customer service for assistance in acquiring the form.
  • Request a physical copy through your employer's human resources department if they offer Empower Retirement services.

Required Documents

To complete the Empower Retirement 401k rollover form, you may need to provide several supporting documents, including:

  • A copy of your current 401k statement showing the balance and account details.
  • Identification documents, such as a driver's license or Social Security card.
  • Any additional forms required by your current retirement plan to initiate the rollover.

Form Submission Methods

Once the Empower Retirement 401k rollover form is completed, it can be submitted through various methods:

  • Online: If Empower offers an online submission option, you can upload the completed form directly through their secure portal.
  • Mail: Print the form and send it to the designated address provided by Empower Retirement.
  • In-Person: Deliver the completed form to your local Empower Retirement office or your employer's HR department, if applicable.

Legal use of the Empower Retirement 401k Rollover Form

The Empower Retirement 401k rollover form is legally binding and must be completed accurately to comply with IRS regulations. Incorrect or incomplete forms can lead to delays in processing or potential tax penalties. It is essential to ensure that all information is truthful and that the rollover is executed in accordance with federal and state laws governing retirement accounts.

Quick guide on how to complete empower retirement 401k rollover form

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How to create an eSignature for the empower retirement 401k rollover form

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Related links to Empower Retirement 401k Rollover Form
Incoming Transfer/Direct Rollover Governmental 457(b) ...

Contact: Empower Retirement. Phone #: 1-866-816-4400. If sending the "form" only, please fax to 1-866-633-5212 or follow the mailing instructions above.

Rollover or Consolidation of Prior Employer Retirement Plan

Rollover of funds is only allowed with the SURS Retirement Savings Plan (RSP - formerly known as Self-Managed Plan).

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