Step-by-Step Guide
Tab/Accordion Items
| Rollover Amount: This is the dollar amount you have elected to rollover to a qualifying institution/account. |
| Rollover Institution: Select the Rollover Institution Name from the prepopulated list. If you do not see your banking institution listed, select Other and you will be able to provide the Institution Name in the text box. |
See more Terms & Definitions here.
| Rollover Amount: This is the dollar amount you have elected to rollover to a qualifying institution/account. |
| Rollover Institution: Select the Rollover Institution Name from the prepopulated list. If you do not see your banking institution listed, select Other and you will be able to provide the Institution Name in the text box. |
See more Terms & Definitions here.