Traditional IRA Transfer Request - Not Imprinted #
This form is used to authorize the transfer of Traditional IRA funds from a previous trustee/custodian to a Traditional IRA with your organization. It contains an acceptance section, in which the receiving Traditional IRA trustee/custodian agrees to accept the transferred assets for deposit to a Traditional IRA. Three-part, one-sided, black ink, 8 1/2 x 11.
This form is used to authorize the transfer of Traditional IRA funds from a previous trustee/custodian to a Traditional IRA with your organization. It contains an acceptance section, in which the receiving Traditional IRA trustee/custodian agrees to accept the transferred assets for deposit to a Traditional IRA. Three-part, one-sided, black ink, 8 1/2 x 11.