Empower Retirement 401k Rollover Form

When an employee leaves a job due to retirement or termination the question about whether to roll over a 401 k or other employer sponsored plan quickly follows. Mountain time and saturdays between 7 a m.

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Gwfs equities inc member finra sipc is a wholly owned subsidiary of great west life annuity insurance company.

Empower retirement 401k rollover form. For purposes of this form. There are companies that will reject and return your 401k rollover paperwork if something even as seemingly insignificant as the period after your middle initial appears differently on your transfer paperwork than it does on your current account statement. 401 a 401 k 403 b governmental 457 b.

This material is for informational purposes only and is not intended to provide investment legal or tax recommendations or advice. Rollover to empower retirement ira or fixed annuity purchase. Core securities when offered are offered through gwfs equities inc.

To speak with a representative regarding your account contact us monday friday between 6 a m. If they will only do one direct rollover use that for the pre tax account. Partner services 8525 east orchard road 9t3 greenwood village co 80111.

And registered investment advisers advised assets group llc and personal capital. Name of trustee custodian provider required to whom the check is made payable account number. A 401 k plan can be left with.

401k rollover forms are one of the most dangerous weapons companies from which you are transferring funds can use against you. Before investing your rollover contribution empower retirement service provider must first receive all required documentation and approve your rollover request. Gwfs is an affiliate of empower retirement llc.

Instructions reflected on this form will be provided by empower subject to the terms of the recordkeeping services agreement between the. Rollover contributions received before approval is granted will invested until after approyal the amount received before this form is approved may be returned to the issuer. They are not required to do more than one direct rollover but it is uncommon for large 401k record keepers not to do so.

As with any financial decision you are encouraged to discuss moving money between accounts including rollovers with a financial advisor and to consider costs risks investment options and limitations prior to investing. Representatives of empower retirement do not offer or provide investment fiduciary financial legal or tax advice or act in a fiduciary capacity for any client unless. Empower retirement education and solutions center 888 737 4480.

As pointed out by dmx empower is required to perform one direct rollover by cfr 1 401 a 31 1.

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