Get the free IRA Transfer Form - Ariel Investments
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New Account Application
Please do not use this form for IRA accounts
Mail to: Otter Creek Funds/o U.S. Bank Global Fund Services PO Box 701Milwaukee, WI 532010701Overnight Express Mail To: Otter Creek
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What is ira transfer form?
An IRA transfer form is a document used to transfer funds from one IRA account to another.
Who is required to file ira transfer form?
Individuals who wish to transfer funds from one IRA account to another are required to file an IRA transfer form.
How to fill out ira transfer form?
To fill out an IRA transfer form, you will need to provide information about the current IRA account and the account to which you want to transfer funds.
What is the purpose of ira transfer form?
The purpose of an IRA transfer form is to facilitate the transfer of funds between IRA accounts without incurring tax consequences.
What information must be reported on ira transfer form?
The IRA transfer form typically requires information such as account numbers, account holders' names, and the amount to be transferred.
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