Get the free Transfer Authorization Kit - IRA Services Trust Company
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DISTRIBUTION REQUEST
INSTRUCTIONS
Complete this form if you wish to take a distribution of your funds and/or assets. Please consult your tax advisor to determine tax consequences, if any, as a result
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How to fill out transfer authorization kit
How to fill out transfer authorization kit:
01
Obtain the transfer authorization kit form from the appropriate source, such as your employer, insurance company, or financial institution.
02
Read through the instructions provided with the transfer authorization kit to understand the requirements and procedures for completing the form.
03
Gather all the necessary documentation and information that may be required to fill out the form accurately. This may include personal identification documents, account numbers, and any relevant contact information.
04
Begin by providing your personal details, such as your full name, address, and contact information, as indicated on the form.
05
If necessary, provide details about the current account or policy that you wish to transfer, including the account number or policy identification number.
06
Follow the instructions on the form to indicate the type of transfer you are requesting. This may include a full account transfer or a partial transfer of specific funds or assets.
07
Provide any additional information requested on the form, such as the name and contact information of the receiving institution or the specific assets you wish to transfer.
08
Carefully review all the information you have entered on the form to ensure accuracy and completeness.
09
Sign and date the form as required, and consider making copies for your records before submitting it to the appropriate party.
Who needs transfer authorization kit:
01
Individuals who are planning to transfer their accounts, policies, or assets from one institution to another may need a transfer authorization kit.
02
The specific institutions or entities that require a transfer authorization kit may vary depending on the nature of the transfer. This can include employers, retirement account custodians, insurance companies, and investment firms.
03
It is advisable to consult with the relevant institution or financial advisor to determine if a transfer authorization kit is necessary and to obtain the appropriate documentation for the transfer process.
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