How Do We Verify Rollovers of IRA, Pension, and Annuity Distributions?

Award Year: 2023-24* KA-33686 Helpfulness Rating 8,519 page views

*This guidance is specific to the 2023-24* award year and earlier. For 2024-25 award year guidance see AskRegs Q&A, How Do We Verify Rollovers of IRA, Pension, and Annuity Distributions?

1801 Pennsylvania Avenue NW, Suite 850
Washington, DC 20006-3606
T: (202) 785-0453
F: (202) 785-1487
E: [email protected]

This article is only available to active NASFAA members.

Visit myNASFAA to review your information and confirm membership status.

View myNASFAA

Open the doors to success for yourself and for your students! Join NASFAA and receive full member access.

Learn More

Need assistance? Contact NASFAA Membership Services via email.