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IRA/retirement plan 60-day rollover waivers - YouTube video text script

 

HI# I*M CECILIA# AND I WORK FOR THE INTERNAL REVENUE SERVICE.

DID YOU TRY TO ROLL OVER ALL OR PART OF YOUR INDIVIDUAL RETIREMENT ARRANGEMENT OR RETIREMENT PLAN INTO ANOTHER I-R-A OR PLAN #BUT MISSED THE 60-DAY DEADLINE?

AND THIS HAPPENED BECAUSE OF CIRCUMSTANCES BEYOND YOUR CONTROL#SUCH AS AN ERROR COMMITTED BY A FINANCIAL INSTITUTION#.  A CHECK THAT WAS MISPLACED AND NEVER CASHED# OR A DISTRIBUTION THAT WAS MISTAKENLY DEPOSITED INTO THE WRONG PLACE?

IF SO# YOU COULD BE ELIGIBLE FOR A WAIVER OF THE 60-DAY RULE.

AND YOU CAN EVEN SELF-CERTIFY THAT YOU*RE ELIGIBLE BY USING A MODEL LETTER FOUND ON OUR WEB SITE.  

TO LEARN ALL THE DETAILS# GO TO IRS-DOT-GOV-SLASH ROLLOVERS# SCROLL DOWN TO THE BOTTOM AND CLICK ※F-A-Q*S RELATING TO WAIVERS OF THE 60-DAY ROLLOVER REQUIREMENT.§