The IRA Rollover Request Form is used to initiate a rollover of assets to a qualified retirement plan. This form authorizes Retirement Clearinghouse to request a transfer of assets on your behalf.
RCH Shareholder Services
3545 Whitehall Park Drive
Charlotte, NC 28273
Fax to: (704) 353-9851
Scan & email to: irasmartforms@RCH1.com
This type of transfer is considered non-taxable and non-reportable. You will NOT receive an IRS Form 1099-R.
By downloading the Rollover Request Form, you acknowledge that your new employer will accept these funds coming from an IRA.
Funds coming from a Roth IRA are not eligible for transfer into an employer's plan.
All withdrawals are subject to a distribution fee.