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Nationwide 457 Rollover Form. Web action needed for rollover accounts. C all c 457(b) c 401(a) c 403(b) c 401(k) rollover funds from (select source)*:
We need a completed application on file so we can: Key person forms mutual fund account forms If you haven’t already done so, please complete our automatic rollover application. Nationwide retirement solutions fbo (participant name, ssn) p.o. Web download and print the nationwide form you need. Web distribution request for 457(b) governmental plans page 1 of 4 you may be able to submit and track the status of your distribution request online! Web action needed for rollover accounts. C phone c email rollover funds from plan type (select one): Web rollover and transfer funds 402 (f) special tax notice (pdf) review this form for information regarding special tax information for plan payments. Box 183150 columbus, oh 43218 amount to rollover/transfer:
Web rollover and transfer funds 402 (f) special tax notice (pdf) review this form for information regarding special tax information for plan payments. C 457(b) plan c 401(a) plan c 401(k) plan make check payable to: 457(b) to 457(b) under the same employer Popular nationwide forms key person benefits forms find forms to help manage your key person employee benefits. Web rollover funds from (select plan type): C partial dollar amount $ c total balance Key person forms mutual fund account forms Nationwide retirement solutions fbo (participant name, ssn) p.o. 403(b) to 403(b) under the same employer c roth 403(b) exchange: Web rollover contributions to governmental 457(b) plans that originated from qualified plans, iras and 403(b) plans are subject to the early distribution tax that applies to 401(a) / 401(k) plans unless an exception applicable to 401(a) / 401(k) plans applies. Rollover contributions are subject to the