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Reply to "Finding a "lost" retirement account"
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[quote=Anonymous]If his balance was less than 5k, the company should have either paid him out as a lump sum or if in the past couple of years, rolled it into an ira. If he does nothing, it will eventually catch up with him, but it could take awhile. Retirement plans report when ex-employees have remaining balances on form Ssa-8905 as a code A. Then once didtributed, the plan must report them on same form as a code D. If one is reported code A but not code D, the IRS will find you and send a letter that you may have a balance and who you should contact. [/quote]
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