You might need it. In case they ask you for additional paperwork, request them to send it over to you, and we can help complete it for you.
Mostly, it is your spouse who might have to sign the form. At times, they may want us to sign it too.
The answer is a “yes” in most cases. However, we will generate one for you.
If your 401(K) stocks have shares in the company stocks, the best way will be to call us. This is important so we can discuss how you can include those shares in your rollover account.
You can either opt for them to send a check directly to you or us. That said, the makeup of the check is of importance here; therefore, you must ensure that the provider follows guidelines in step 3.
Do I need to pay any closeout fees or expenses related to the rollover process?
Are there any outstanding loans on my account? If yes, then how should I deal with it?
Are there any Roth contributions in your account? If yes, there must be both Roth IRA and Traditional IRA accounts?