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IRA Asset Transfer Form 1. INSTRUCTIONS This form is used to transfer an existing IRA to your U.S. Global Investors Funds IRA. If a new account is being opened, complete this IRA Asset Transfer Form
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It is a document related to asset transfer for an IRA account.
Individuals with an IRA account who are transferring assets.
The form must be completed with information about the assets being transferred and signed by the account holder.
The purpose is to document the transfer of assets within an IRA account.
Details of the assets being transferred and account holder information.
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