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INDIVIDUAL RETIREMENT TRANSFER OF ASSETS FORM Please complete this form only if you are transferring assets directly to a new or existing Catalyst Funds IRA, converting from a Traditional IRA to a

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Gather all the necessary information and documents that will be required during the establishment process.

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Start by filling out the basic information such as the name of the establishment, its purpose, and the address.

03

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Anyone who is planning to establish a new business or organization needs to fill out the establishment form.

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What is if you are establishing?

If you are establishing means if you are setting up or founding something.

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Anyone who is establishing a new entity or organization is required to file.

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