Asset Instruction. You may transfer/directly roll over the Company’s common stock and cash from an existing IRA or directly roll over common stock and cash from another eligible retirement plan to your IRA Investment Plan. All shares will be sent directly to your account. Other assets must be liquidated by the existing IRA trustee or custodian before they are sent to your IRA Investment Plan. Upon receipt of any cash, the Trustee will invest it in the Company’s stock. I authorize and direct the current IRA Trustee/Custodian to liquidate assets as follows and send all proceeds to the new IRA Custodian identified below.
1. Immediately
2. At Maturity Description of Asset # of Shares OR $Amount OR ALL Please consider this your authority to sell/transfer my assets in the account identified in section 4. For transfer in cash: Prepare a check payable to: Computershare Trust Company, N.A. will not accept cash equivalents (Cashier’s checks, Treasurer’s checks, etc.) under any circumstances. Complete only if you are converting a Traditional, SEP, or SIMPLE IRA to a Roth IRA. I want federal income tax of % (between 10% and 99%) withheld from my distribution from this account.
Asset Instruction. You may transfer/directly roll over the Company’s common stock and cash from an existing IRA or directly roll over common stock and cash from another eligible retirement plan to your IRA Investment Plan. All shares will be sent directly to your account. Other assets must be liquidated by the existing IRA trustee or custodian before they are sent to your IRA Investment Plan. Upon receipt of any cash, the Trustee will invest it in the Company’s stock. I authorize and direct the current IRA Trustee/Custodian to liquidate assets as follows and send all proceeds to the new IRA Custodian identified below.
1. ❑ Immediately
2. ❑ At Maturity Description of Asset # of Shares OR $Amount OR ALL ❑ ❑ □ Addendum attached for additional investments. If you need additional space to list investments, attach a separate sheet that includes all of the information requested above. Sign and date the sheet. Rev. Date 11.1.2020 1 | P a g e 003SSN0FF6 Please consider this your authority to sell/transfer my assets in the account identified in section 4.
Asset Instruction. You may transfer/directly roll over the Company’s common stock and cash from an existing XXX or directly roll over common stock and cash from another eligible retirement plan to your XXX Investment Plan. All shares will be sent directly to your account. Other assets must be liquidated by the existing XXX trustee or custodian before they are sent to your XXX Investment Plan. Upon receipt of any cash, the Trustee will invest it in the Company’s stock. I authorize and direct the current XXX Trustee/Custodian to liquidate assets as follows and send all proceeds to the new XXX Custodian identified below.
1. Immediately
2. At Maturity Description of Asset # of Shares OR $Amount OR ALL Please consider this your authority to sell/transfer my assets in the account identified in section 4. For transfer in cash: Prepare a check payable to: Computershare Trust Company, N.A. will not accept cash equivalents (Cashier’s checks, Treasurer’s checks, etc.) under any circumstances. Complete only if you are converting a Traditional, SEP, or SIMPLE XXX to a Roth IRA. I want federal income tax of % (greater than 10%) withheld from my distribution from this account.
Asset Instruction. You may transfer/directly roll over the Company’s common stock and cash from an existing IRA or directly roll over common stock and cash from another eligible retirement plan to your IRA Investment Plan. All shares will be sent directly to your account. Other assets must be liquidated by the existing IRA trustee or custodian before they are sent to your IRA Investment Plan. Upon receipt of any cash, the Trustee will invest it in the Company’s stock. Check all that apply.
1. Liquidate all assets and send proceeds.
2. Liquidate only those assets listed below and send proceeds. Traditional IRA Traditional IRA Rollover IRA Rollover IRA Xxxx XXX Xxxx XXX SEP IRA SEP IRA Other Employer Sponsored Plan:_____________________________ Other Xxxx Employer Sponsored Pan:________________ Description of Asset # of Shares OR $Amount OR ALL 2a. Upon maturity, send proceeds of Certificate of Deposit Number: ____________________________________ Maturity Date: _________/________/___________ 2b. Liquidate Certificate of Deposit Number ___________________________________________ (Early withdrawal penalties may apply)
