Get Mo Cerf 98993-02 2024-2026

Filling out the MO CERF 98993-02 form online is a crucial step in managing your retirement assets effectively. This guide serves to provide you with a clear and comprehensive walkthrough of each section of the form, ensuring you can complete it with confidence.

Follow the steps to successfully complete the MO CERF 98993-02 online.

1. Click the ‘Get Form’ button to obtain the document and access it in your preferred platform for editing.
2. Begin with the Participant Information section, where you must enter your last name, first name, middle initial, social security number, address, email address, and contact numbers. Ensure the name matches your records with the service provider.
3. Proceed to fill in your Date of Birth and Payroll Information. Include your division name, division number, location name, and location number.
4. In the Direct Rollover Information section, select the type of rollover you are choosing from the provided options — either a 401(a) plan, 401(k) plan, 403(b) plan, or a Traditional IRA.
5. Provide Previous Provider Information by filling in the company name, account number, mailing address, city, state, zip code, and phone number.
6. For Required Documentation, if rolling over from an IRA, attach a copy of the most recent account statement. Ensure the previous plan administrator completes the necessary fields and provides their signature.
7. In the Amount of Direct Rollover section, enter either the exact amount or an approximate figure if not known.
8. Review the Investment Option Information section to choose how you wish to allocate your rollover. You can select either existing ongoing allocations or your own investment options.
9. Complete the Participant Acknowledgements by reviewing the terms and verifying your understanding of the rollover requirements.
10. Fill out the Payment Instructions section, specifying how to make payments and the mailing addresses for regular and overnight deliveries.
11. Sign and date the document in the Required Signature(s) section, affirming the accuracy of the provided information. Note that handwritten signatures are required.
12. Once the form is completed, save any changes, download a copy for your records, and prepare to submit it according to the guidelines provided.

Complete your MO CERF 98993-02 form online today for seamless management of your retirement funds.