Get the free IRA TransferRollover Form - IntrepidCapitalFunds

IRA Transfer/Rollover Form If this is for a new IRA Account, an IRA Application must accompany this form. ! Mail to: Intrepid Capital Funds c/o U.S. Ban corp Fund Services, LLC PO Box 701 Milwaukee,

How to fill out ira transferrollover form

How to fill out an IRA transfer/rollover form:

1. Gather the necessary information: You will need to have your personal information on hand, such as your name, address, social security number, and date of birth. Additionally, you will need details about your existing IRA account, including the account number and the custodian's name and contact information.
2. Choose the type of transfer/rollover: Determine whether you want to transfer funds from one IRA account to another or if you want to perform a rollover from an employer-sponsored plan, such as a 401(k), into an IRA. The specific form you need will depend on the type of transfer/rollover you choose.
3. Obtain the appropriate form: Contact your new IRA custodian or financial institution to request the transfer/rollover form. They will provide you with the necessary paperwork or direct you to where you can download it online.
4. Review the instructions: Carefully read the instructions accompanying the form. It will provide you with important guidance on how to correctly fill out the form and any supporting documentation that may be required.
5. Complete the form: Begin by entering your personal information in the designated sections. Next, provide the details of your existing IRA account, including the account number and custodian information. If you are performing a rollover from an employer-sponsored plan, you will need to include additional details about the plan and your employment.
6. Indicate the transfer or rollover type: In the appropriate section of the form, specify whether you are initiating a direct transfer or an indirect rollover. Direct transfers involve moving funds directly from one custodian to another, while indirect rollovers require you to receive a distribution and then re-deposit the funds within a specific time frame.
7. Include any necessary supporting documentation: If you're performing an indirect rollover, you may need to attach additional documents, such as distribution forms or account statements. Double-check the instructions to ensure you include any required paperwork.
8. Review and sign the form: Take a moment to review all the information you've provided on the form for accuracy. Once you're satisfied, sign and date the form as required. Some forms may require a witness or a notary for validation, so be sure to follow any additional signing instructions.
9. Submit the form: Deliver the completed form to your new IRA custodian or financial institution. They will process the transfer/rollover according to their internal procedures. Keep a copy of the completed form for your records.

Who needs an IRA transfer/rollover form?

Individuals who want to move funds from one IRA account to another or individuals seeking to perform a rollover from an employer-sponsored retirement plan, such as a 401(k), into an IRA, will need an IRA transfer/rollover form. This form serves as a formal request to initiate the transfer or rollover process and ensures that all necessary information is provided accurately. It is essential for individuals who wish to make these types of transactions to complete the appropriate form to ensure a smooth and seamless transfer/rollover.

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