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SEPIA Transfer Form Thank you for choosing Transamerica. We appreciate the opportunity to serve your financial needs, and to help you transform your tomorrow. Use this form to transfer an existing

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How to fill out sep-ira transfer form

01

Obtain a copy of the SEP-IRA transfer form from the financial institution where your SEP-IRA account is held.

02

Fill out your personal information such as your name, address, and social security number in the designated fields on the form.

03

Provide the details of the SEP-IRA account you wish to transfer from, including the account number and the name of the financial institution that currently holds the account.

04

Specify the details of the SEP-IRA account you want to transfer to, including the account number and the name of the financial institution where you want the funds to be transferred.

05

Indicate the amount or percentage of the funds you wish to transfer from your existing SEP-IRA account.

06

Sign and date the form, and make sure to include any required supporting documents or signatures as instructed by your financial institution.

07

Submit the completed form to your financial institution for processing the SEP-IRA transfer.

Who needs sep-ira transfer form?

01

Any individual who has a SEP-IRA account and wants to transfer funds from one SEP-IRA account to another may need the SEP-IRA transfer form. It is commonly used by individuals who are changing financial institutions or consolidating their SEP-IRA accounts into a single account.

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