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IRA Trustee Transfer Form Complete this form to transfer an existing IRA to an Interactive Brokers LLC (IB LLC) IRA General Instructions: Print and mail this form to your current trustee or custodian.

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What is ira trustee transfer form?

The ira trustee transfer form is a document that allows IRA account holders to transfer their IRA assets from one trustee to another.

Who is required to file ira trustee transfer form?

Any individual who wishes to transfer their IRA assets from one trustee to another is required to file the ira trustee transfer form.

How to fill out ira trustee transfer form?

To fill out the ira trustee transfer form, you need to provide your personal details, IRA account information, details of the new trustee, and specify the assets you want to transfer.

What is the purpose of ira trustee transfer form?

The purpose of the ira trustee transfer form is to facilitate the transfer of IRA assets from one trustee to another while maintaining the tax-advantaged status of the assets.

What information must be reported on ira trustee transfer form?

The ira trustee transfer form requires you to report your personal details such as name, address, Social Security number, as well as the details of both the current and new trustees.

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