Money management forms

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Use for Deemed IRA rollovers

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Use for 401(k) rollovers

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Roll over funds from other plans

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Used to defer one time lump sum amounts including unused sick leave or comp time at retirement or Block 50/Block 80 payments.

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Changes to and designations of beneficiaries

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Review this form for information regarding special tax information for plan payments

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Review this form for information regarding special tax information for Roth plan payments

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Change federal and state income tax information

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Additional forms are available once you log in to your account.