Yes! You can use AI to fill out I.B.E.W. & Electrical Industry Local 697 Money Purchase Plan and Trust Direct Rollover Request Form Due to Qualified Domestic Relations Order
This form is an official request for a participant in the I.B.E.W. & Electrical Industry Local 697 Money Purchase Plan to initiate a direct rollover of their retirement funds. It allows for the tax-free transfer of assets from the plan to another eligible retirement account, such as an IRA or a different qualified plan, avoiding mandatory tax withholding. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | I.B.E.W. & Electrical Industry Local 697 Money Purchase Plan and Trust Direct Rollover Request Form Due to Qualified Domestic Relations Order |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out IBEW Local 697 Direct Rollover Request Form Online for Free in 2026
Are you looking to fill out a IBEW LOCAL 697 DIRECT ROLLOVER REQUEST FORM form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your IBEW LOCAL 697 DIRECT ROLLOVER REQUEST FORM form in just 37 seconds or less.
Follow these steps to fill out your IBEW LOCAL 697 DIRECT ROLLOVER REQUEST FORM form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the IBEW Local 697 Direct Rollover Request Form.
- 2 Provide your personal details in the 'Participant Information' section, including your name, Social Security number, date of birth, and address.
- 3 In the 'Withdrawal Classification' section, select the destination for your funds, such as a Vanguard IRA or another eligible retirement plan.
- 4 Complete the 'Distribution – Direct Rollover Only' section with the details of the receiving financial institution, including the trustee name, account number, and address.
- 5 Certify the type of receiving account by checking the appropriate box (IRA, Annuity, or Qualified Plan).
- 6 Carefully review all the information populated by the AI for accuracy, then electronically sign and date the form in the 'Authorization' section.
- 7 Download the completed form and submit the original to the IBEW Local 697 Benefits Office as instructed.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form IBEW Local 697 Direct Rollover Request Form
This form is used to request a direct rollover of funds from the I.B.E.W. Local 697 Money Purchase Plan, specifically for distributions resulting from a Qualified Domestic Relations Order (QDRO). It should be completed by the person entitled to the funds under the QDRO, such as an ex-spouse of the plan participant.
Yes, you can select the 'Other Eligible Retirement Plan' option to roll over your funds to an IRA or another qualified plan at a different financial institution. You are responsible for opening this account before submitting the form.
You must provide the name of the trustee (the financial institution), the plan or account name, and the account number. Ensure the trustee name is written exactly as the check should be made payable.
The form indicates that if an account number is not provided, the direct rollover check will be mailed directly to you at your address. You will then be responsible for depositing it into the correct retirement account.
You must return the original, signed copy of the form to the IBEW Local 697 Benefits Office. The mailing address is 7200 Mississippi St, Ste 300, Merrillville, IN 46410.
Yes, if you are not rolling over to the pre-selected Vanguard IRA, it is your responsibility to open an account at the receiving institution before initiating the rollover. By signing, you certify the account is a qualified plan, IRA, or annuity.
You can obtain the Direct Rollover Kit from your Benefits Office. This kit likely contains additional information and forms required to complete your rollover, particularly for the Vanguard IRA option.
The form requires two signatures for authorization: your signature as the participant (or alternate payee) and the signature of the Plan Administrator. Make sure both signatures are dated.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help prevent errors. You can upload the form, and the AI will help populate your information.
Simply upload the PDF of the Direct Rollover Request Form to the Instafill.ai platform. The AI will identify the fields, allowing you to quickly fill them in, review for accuracy, and then download the completed document.
If your PDF is a non-fillable 'flat' file, you can use a service like Instafill.ai. It can convert the document into an interactive, fillable form so you can type your information directly into the fields.
This indicates the distribution is being made because of a QDRO, which is a legal order typically related to a divorce that assigns a portion of a retirement plan's benefits to an alternate payee. This form is specifically for processing that court-ordered transfer.
No, based on the form, the only option available is to transfer 100% of the eligible rollover distribution. You cannot request a partial rollover with this specific form.
Compliance IBEW Local 697 Direct Rollover Request Form
Validation Checks by Instafill.ai
1
Validates Social Security Number Format and Presence
This check ensures the Social Security Number field is not empty and conforms to the standard 9-digit format, with or without hyphens (XXXXXXXXX or XXX-XX-XXXX). This is critical for uniquely identifying the participant and for tax reporting purposes. A failure in this validation would prevent the system from processing the request due to incomplete or invalid participant identification.
2
Verifies Date of Birth is a Valid Date
This validation confirms that the Date of Birth is entered in the correct 'mm/dd/yyyy' format and represents a plausible, real date. It prevents entries like invalid months or days (e.g., 13/45/1980) and ensures the participant is of a legal age to have such an account. An invalid date of birth can cause significant issues with identity verification and compliance with retirement plan regulations.
3
Ensures Participant's Full Name is Provided
This check verifies that the participant's name field is not left blank. The full legal name is required for all official documentation and to ensure the correct individual is authorizing the transaction. An empty name field would make the form invalid and halt the rollover process immediately.
4
Confirms Participant's Full Address is Complete
This validation ensures that all parts of the participant's address (street, city, state, and zip code) are filled out. A complete address is necessary for mailing important documents, including the rollover check if an account number for the receiving institution is not provided. Incomplete address information could lead to lost funds or critical communication failures.
5
Validates State and ZIP Code Format
This check verifies that the 'State' field contains a valid two-letter postal abbreviation and the 'Zip' code is a valid 5-digit or 9-digit (ZIP+4) number. Correct formatting is essential for mail delivery and data integrity within the system. Incorrect formats can lead to processing errors and returned mail.
6
Verifies Exclusive Selection in Withdrawal Classification
This validation ensures that the participant has selected exactly one option in the 'WITHDRAWAL CLASSIFICATION' section, either 'Vanguard IRA' or 'Other Eligible Retirement Plan'. The form requires a single, unambiguous choice to determine the rollover destination. Selecting zero or both options would create ambiguity and prevent the system from knowing how to proceed with the distribution.
7
Ensures Distribution Details are Provided for 'Other Plan' Rollovers
This is a conditional check that verifies the 'DISTRIBUTION – DIRECT ROLLOVER ONLY' section is completed if the participant selects 'Other Eligible Retirement Plan'. This section, including trustee name and address, is mandatory for processing a rollover to an external institution. Failure to provide these details would make it impossible to issue and send the rollover check to the correct destination.
8
Validates Selection of Receiving Account Type
If rolling over to an 'Other Eligible Retirement Plan', this check ensures that exactly one account type ('IRA', 'Annuity', or 'Qualified Plan') is selected. This information is crucial for compliance and for the receiving institution to correctly categorize the incoming funds. An missing or multiple selection would cause a processing exception.
9
Ensures Trustee Name is a Full Legal Name for Check Issuance
This check validates that the 'Trustee Name' field is filled out with a complete name, as it will be printed on the rollover check. The form explicitly requests the name 'exactly as check should be made out' to avoid issues with the receiving institution depositing the funds. An abbreviated or incorrect name could result in a rejected deposit and significant delays.
10
Verifies Completeness of Receiving Institution's Address
When rolling over to an 'Other Eligible Retirement Plan', this check confirms that the receiving institution's full address (street, city, state, zip) is provided. This address is used to mail the physical rollover check to the correct financial institution. Missing address information would prevent the funds from being transferred.
11
Checks for Presence of Receiving Account Number
This validation checks if the 'Account Number' for the receiving institution is provided. While not strictly mandatory, its absence triggers a different workflow where the check is mailed to the participant's home address. This check is important to confirm the intended destination of the funds and to alert the processor or participant of the resulting action if the number is missing.
12
Confirms Participant Signature is Present
This check verifies that the participant has signed the form in the 'Signature of Participant' field. The signature is the legal authorization for the transaction and confirms the participant agrees to the terms of the rollover. A missing signature renders the entire request invalid and it cannot be processed.
13
Validates Participant Signature Date
This validation ensures the date next to the participant's signature is present, is a valid calendar date, and is not set in the future. The date establishes when the authorization was given, which is a critical piece of audit information. An invalid or future date would call the legitimacy of the authorization into question and halt processing.
Common Mistakes in Completing IBEW Local 697 Direct Rollover Request Form
People often mistakenly write their own name or a generic term like 'My IRA' instead of the full, legal name of the receiving financial institution. A direct rollover check must be made payable to the new trustee for your benefit (e.g., 'Vanguard FBO John Smith'). An incorrectly named check cannot be deposited by the new institution, causing the check to be rejected and returned, which significantly delays the rollover process. To avoid this, contact the receiving institution for their exact 'payee' name for rollover checks; AI-powered tools like Instafill.ai can also help by storing and correctly populating complex payee information.
This error occurs due to oversight or not having the new account information ready. The form explicitly warns that if the account number is not provided, the check will be mailed directly to you, which can have serious tax consequences if you fail to deposit the funds into a retirement account within 60 days. Always double-check the account number provided by your new institution. Using an AI form-filling tool like Instafill.ai can help by validating number formats and ensuring critical fields like this are not left blank.
The address fields in the 'DISTRIBUTION' section are for the receiving financial institution's mailing address, not your personal home address. This mistake happens when filers quickly fill out address fields without reading the context. Sending the check to your home instead of the institution causes unnecessary delays and risks creating a taxable event. Tools like Instafill.ai can store institutional addresses, preventing you from accidentally using your personal address in the wrong field.
The form requires information like the trustee name and account number, which are only available after you open an account at the new institution. Submitting this form without an active destination account will lead to its rejection or an indefinite hold until you provide the complete details. Always open your new IRA or qualified plan first, then use the information they provide to fill out this request. Instafill.ai can securely store these new account details once you have them, ensuring they are entered correctly.
This form is specifically titled 'Due to Qualified Domestic Relations Order (QDRO),' meaning it's for dividing retirement assets during a divorce. A participant requesting a rollover for other reasons, like changing jobs, who uses this form will have their request rejected. This leads to delays as they must then find and submit the correct form. If you only have a flat PDF, a service like Instafill.ai can convert it into a smart, fillable form, making it easier to review and complete.
The form requires you to make choices by checking boxes, such as selecting 'Vanguard IRA' vs. 'Other Eligible Retirement Plan,' and specifying if the new account is an 'IRA,' 'Annuity,' or 'Qualified Plan.' Forgetting to check these boxes leaves the plan administrator with ambiguous instructions, halting the process until a corrected form is submitted. Smart form-filling tools like Instafill.ai can highlight required selections and prompt you to complete them before finalizing the document.
Simple typographical errors when entering your Social Security Number or date of birth are common but cause significant issues. These identifiers are used to verify your identity, and a mismatch will cause the form to be immediately rejected for security reasons. AI-powered form fillers like Instafill.ai can securely store your personal information and populate it accurately across documents, drastically reducing the risk of manual data entry errors.
A signature and date are required to legally authorize the transaction, but this step is often forgotten in a hurry. An unsigned form is invalid and cannot be processed, forcing the administrator to return it and delaying the rollover by days or weeks. Many digital form solutions, including those powered by AI like Instafill.ai, include prompts for digital signatures and automatically date the document, preventing this common oversight.
The form asks for both a 'Plan Number' and an 'Account Number' for the destination. While some institutions may not use a separate plan number for IRAs, the account number is always essential. Providing the wrong number in either field can lead to rejection of the deposit by the receiving institution. Using a tool like Instafill.ai helps manage and correctly place these distinct numbers, reducing confusion between plan-level and account-level identifiers.
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