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IRA-to-IRA Account Transfer Authorization Instructions Please use the instructions below to complete the IRA-to-IRA Account Transfer Form. Steps Section A: Current IRA Account Information Include

Include the name and address of the IRA Custodian for each IRA Account you own, as well as the name and address of your designated alternate IRA custodian, if any, located in your name. Instructions Section B: Account Info and Request for Transfer Instructions. Enter the account information, including the account number at the IRA custodian. (The account number is required to be entered to complete the form.) Provide all items required on IRS Form 8606 to apply and complete this form. This includes, but is not limited to the following information: Your current DID Number on the IRA Custodian s ID Card; Your Current IRA Account Number or “CIT” which is a unique ten-digit number assigned by the Internal Revenue Service to identify you as a qualified IRA holder with an IRA; For each IRA account you own, the account number; the names of the custodians. You may need your account number at each custodian to process the request. For the account number of an individual account, enter the last four digits. If you do not, you should check whether the custodian has a record of your account number. For IRA custodian IDs, you should enter the account number on the IRS Form 8958. If a custodian changes its address, you may contact it in advance to ensure your account information is updated. To check account status, see IRA Account Status. In addition, for the custodian listed on your IRA account, you may also need the account number of the IRA Account holder. If you do not know the account and account number and the custodian name is not listed on IRS Form 8958, please contact the IRA custodian at the following addresses: Federal Employees Compensation Trust (FCA) P.O. Box 75013 Washington, D.C. 20024 CIT Trust P.O. Box 121806 Houston, TX 77098 You may also contact the IRA custodian located in the mailing address on IRS Form 8958 and request the account number the custodian assigned the IRA account (such as the IRA account on a joint return, IRA Account from an earlier year, or IRA Account from a previous custodian). Instructions Section C: Account Info and Request for Transfer Instructions.

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What is ira-to-ira account transfer authorization?

IRA-to-IRA account transfer authorization allows individuals to transfer funds between individual retirement accounts (IRAs) while maintaining the tax advantages associated with IRAs.

Who is required to file ira-to-ira account transfer authorization?

Individuals who want to transfer funds from one IRA account to another are required to file an IRA-to-IRA account transfer authorization.

How to fill out ira-to-ira account transfer authorization?

To fill out an IRA-to-IRA account transfer authorization, you need to provide information about the participating IRAs, the amount to be transferred, and any special instructions. The form can typically be obtained from the financial institution holding your IRAs.

What is the purpose of ira-to-ira account transfer authorization?

The purpose of IRA-to-IRA account transfer authorization is to facilitate the transfer of funds between IRAs, allowing individuals to consolidate their retirement savings or take advantage of better investment opportunities.

What information must be reported on ira-to-ira account transfer authorization?

The ira-to-ira account transfer authorization typically requires you to report the account numbers and names of the transferring and receiving IRAs, the amount to be transferred, and any specific instructions or options.

When is the deadline to file ira-to-ira account transfer authorization in 2023?

The deadline to file ira-to-ira account transfer authorization in 2023 may vary depending on the financial institution and specific rules governing the transfer. It is advisable to check with your financial institution for the exact deadline.

What is the penalty for the late filing of ira-to-ira account transfer authorization?

The penalty for late filing of ira-to-ira account transfer authorization can vary depending on the financial institution and the reasons for the delay. It is important to check with your financial institution to understand their specific penalties and procedures for late filing.

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