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Video instructions and help with filling out and completing Fill Form 8815 Distribution

Instructions and Help about Fill Form 8815 Distribution

Okay congratulations you got your 401k establish you've established your checking account now it's time to start moving the assets into the retirement plan how do you do that well we've got a form for doing this and let's just walk through this step by step now first big warning on this form and the whole process many times your current investments will have surrender fees you need to make sure that you know what if any surrender fees are gonna be due by moving these assets over to your brand-new self-directed retirement plan other issue to be aware of chances are your current custodian or your employer already has a form they want you to fill out in order to request those funds if that's the case by all means use the their form you don't need to use this form other aspect whoever we set up the checking account with let's say as well as Fargo they aren't your custodian they aren't your third-party administrator their role is strictly to be the checking account provider for you so if your current custodian asks for Wells Fargo to sign something it's not gonna happen you are the trustee of your 401k plan and it's you who's gonna sign and prthat document final aspect you cannot roll over or transfer a Roth IRA into your 401k yes this 401k has Roth features but you can only transfer a rollover a Roth 401k account into a Roth 401k account you cannot transfer a rough IRA into a Roth 401k so with all that let's just get down to the meat of the matter right up top we have participant information that is you you are the participant really simple stuff fill out your name up here your social security number your...