Nationwide Rollover Form - You can either do a direct rollover or an indirect rollover. Download and print the nationwide form you need. Decide if you want to enroll in asset rebalancing. Save time and file a claim online. Web if you separated from your previous employer and have an ira automatic rollover with nationwide funds, you need to complete this application to access your account. Request the provider reference the nationwide plan number, plus the last four digits of your social security number. Need to file an insurance or death benefit claim? Decide which investments you want the rollover money to go into. The first option and the simpler of the two types of rollovers is what’s known as a direct rollover. Web please complete all sections of this form.
Download and print (pdf) or complete online. Web there are two different ways you can do this. Web incoming assets form (pdf) use this form to: Web please complete all sections of this form. Typically, with direct rollover, you can simply contact the 401(k) provider at your new company and let them know. Prepare a check that is payable to nationwide financial (fbo your name). Your retirement plan may offer you the ability to transfer outside assets into your plan. Roll money over from other retirement savings accounts into your plan. The first option and the simpler of the two types of rollovers is what’s known as a direct rollover. Need to file an insurance or death benefit claim? Request the provider reference the nationwide plan number, plus the last four digits of your social security number. Incoming assets form (pdf) use this form to: Mail check to the address below: Web if you separated from your previous employer and have an ira automatic rollover with nationwide funds, you need to complete this application to access your account. Download and print the nationwide form you need. All information on this document must be completed and returned to nationwide in order to be processed. Decide if you want to enroll in asset rebalancing. Elect a direct rollover into this qualified plan. Save time and file a claim online. Find forms to help manage your key person employee benefits.