A distribution from qualified pension plan, 401(k) plan, or 403(b) plan, that is remitted directly to the trustee, custodian, or issuer of the receiving IRA and is reported to the IRS as a rollover. This can only be done once per year, per account.
Related information about direct rollover:
- Direct Rollover Definition | Investopedia
A distribution of eligible rollover assets from a qualified plan, 403(b) plan, or a governmental 457 plan to a Traditional IRA, qualified plan, 403(b) plan, or a ...
- Direct rollover | Retirement Dictionary
Mar 26, 2009 ... Definition # 2: A distribution from a qualified plan, 403(b) or 457(b), to a qualified plan, 403(b) , 457(b) or IRA, where the assets are paid to the ...
- Direct Rollover IRA
Commonly used when leaving a job, a Direct Rollover is the movement of assets from a qualified retirement plan, such as your former company's 401(k) plan, ...
- What is direct rollover? definition and meaning
Definition of direct rollover: A distribution from qualified pension plan, 401(k) plan , or 403(b) plan, that is remitted directly to the trustee, custodian, or issuer of the ...
- Diversified Direct Rollover Request Form
To request a direct rollover to an eligible retirement plan (including an IRA), complete all applicable sections of this form, obtain any required signatures, and ...
- IRA Direct Rollover Vs. Transfer - Budgeting Money
When it comes time to move money from one retirement plan to another, you can choose from a couple of ways to go about it without incurring regular income ...
- Authorization for Direct Rollover (Retirement) PSRS-1264 - psers
PSERS Health Insurance Program. PSRS-1264 (08/2012). Commonwealth of Pennsylvania - Public School Employees' Retirement System. Authorization for ...
- How and When to Use a Direct Rollover | IB Knowledge Base
The Direct Rollover is a tax-free distribution to you of cash or other assets from one retirement plan that you contribute to another retirement plan, including an ...