Yes! You can use AI to fill out Housing Agency Retirement Trust Transfer/Rollover Form

The dollar amount entered in Section II.A does not match the amount on the enclosed certified or bank check. This often happens due to a simple typo or last-minute changes to the rollover amount without updating the form. This discrepancy will cause the entire submission to be rejected, leading to processing delays and the risk of missing the 60-day rollover window. To avoid this, carefully verify that the amount written on the form is identical to the amount on the check before mailing.

The form explicitly requires a pre-printed certified or bank check, but participants sometimes submit a personal or handwritten check. This mistake occurs when filers overlook the specific payment instructions in the fine print. Submitting an incorrect check type will result in the immediate return of the application, delaying the investment and potentially causing tax consequences if the 60-day rollover deadline is missed. Always obtain a certified or bank check from your financial institution for the exact rollover amount.

Participants often fail to enclose the required written verification from their previous plan administrator confirming the source of the funds (e.g., 401(k), 457(b)). This documentation is crucial for the plan administrator to ensure the rollover is eligible and compliant with IRS regulations. Forgetting this document will halt the processing of the rollover until the verification is received, creating significant delays. Before submitting, contact your prior plan administrator to obtain this verification and include it with your form.

Individuals who do not yet have an account with the HART Plan are required to submit a separate Enrollment Form #110 along with this rollover form. Many new participants miss this instruction, assuming the rollover form is sufficient to open an account. This omission prevents the creation of the new account, leaving the rollover funds in limbo and causing the entire package to be rejected. If you are new to the plan, ensure you download, complete, and enclose Form #110.

The form notes that rollovers can include after-tax contributions, but this requires signed verification of the after-tax amount from the prior recordkeeper. Participants may be unaware of this requirement or forget to request the necessary documentation. Without this proof, the entire contribution may be treated as pre-tax, leading to incorrect tax basis tracking and potential double taxation upon future withdrawal. Always request a statement from your previous provider detailing the after-tax portion of your rollover and include it with your submission.

Forgetting to sign and date the acknowledgment in Section III is one of the most frequent and critical errors. An unsigned form is legally invalid and cannot be processed, regardless of how perfectly the rest of it is filled out. This oversight requires the plan administrator to return the form for a signature, which can cause critical delays, especially if the 60-day rollover deadline is approaching. Always perform a final review of the form, specifically checking for your signature and the current date, before mailing.

The form specifies formats like 'Last, First, Middle' for the name and '###-##-####' for the Social Security Number, but people often enter data in a different order or format. These data entry errors can cause identity verification failures and mismatches with existing records, delaying account processing. AI-powered form filling tools like Instafill.ai can automatically format this data correctly, preventing such errors and ensuring compliance with the form's requirements.

In Section II.B, participants are required to provide the full name, address, and account number of the company or plan issuing the check. This information is often left incomplete because the participant doesn't have the information readily available and forgets to look it up. Missing details will trigger a follow-up request from the administrator and delay the rollover process. Gather all necessary statements from your old plan before you begin filling out the form.

A specific instruction asks the participant to include their Agency Plan Number on the rollover check itself. This detail is easily missed but is vital for the receiving institution to correctly associate the funds with the right employer plan. Forgetting this number can lead to the check being misapplied or placed in a suspense account, requiring manual intervention and causing significant delays. Before mailing, double-check that your Agency Plan Number is clearly written on the memo line of your certified check.

This form appears to be a non-fillable PDF, leading many people to print it and fill it out by hand. This often results in illegible handwriting, which can cause data entry errors, misinterpretations of names or numbers, and processing delays. To avoid this, it's best to use a tool like Instafill.ai that can convert flat PDFs into fillable forms, allowing you to type your answers clearly and ensure legibility and accuracy.