IRA Forms & Documents

Traditional IRA Transfer Request - Imprinted #10539

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. Imprinting includes up to 4 lines of type (black ink). Three-part, one-sided, black ink, 8 1/2 x 11.

 



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