LARRY H. MILLER ASSOCIATES RETIREMENT TRUST ROLLOVER ...
LARRY H. MILLER ASSOCIATES RETIREMENT TRUST ROLLOVER INSTRUCTIONS
If you are rolling money into Merrill Lynch from a previous employer’s 401(k), please follow the instructions listed below: 1. Please contact your previous 401(k) provider to receive the necessary documents (Distribution form) requesting a rollover. 2. Please supply your previous 401(k) plan administrator with a copy of the transfer authorization letter from Merrill Lynch (attached). 3. Fill out a Rollover Contribution Form for Merrill Lynch. This will tell us where you want your funds allocated once we receive the check for your rollover. If any portion of the rollover amount has been allocated to a Roth, please make sure to note that on the Rollover Contribution Form. Mail the Rollover Contribution Form to: Larry H. Miller Associates Retirement Plan Attn: Susie Ballard 9350 South 150 East Suite 900 Sandy, UT 84070 If you have additional questions or concerns, please contact the Human Resources/Benefits representative at your location.
If you are rolling money into Merrill Lynch from a previous employer’s 401(k), please follow the instructions listed below: 1. Please contact your previous 401(k) provider to receive the necessary documents (Distribution form) requesting a rollover. 2. Please supply your previous 401(k) plan administrator with a copy of the transfer authorization letter from Merrill Lynch (attached). 3. Fill out a Rollover Contribution Form for Merrill Lynch. This will tell us where you want your funds allocated once we receive the check for your rollover. If any portion of the rollover amount has been allocated to a Roth, please make sure to note that on the Rollover Contribution Form. Mail the Rollover Contribution Form to: Larry H. Miller Associates Retirement Plan Attn: Susie Ballard 9350 South 150 East Suite 900 Sandy, UT 84070 If you have additional questions or concerns, please contact the Human Resources/Benefits representative at your location.
