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ROTHIRACONTRIBUTION AND INVESTMENT SELECTIONPART 1.ROTH IRA COUNTERPART 2.ROTH IRA TRUSTEE OR CUSTODIANName (First/MI/Last) To be completed by the Roth IRA trustee or custodian South Bay Credit Union

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How to fill out how to transfer your

01

Start by gathering all the necessary information, including the recipient's name, account number, and bank details.

02

Log in to your online banking account or visit your nearest bank branch.

03

Select the option for transferring funds or making a payment.

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Enter the recipient's account details and the amount you wish to transfer.

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Double-check the information you entered to ensure its accuracy.

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Review any fees or charges associated with the transfer.

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Confirm the transfer and authorize the payment.

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Keep a record of the transaction details for your reference.

Who needs how to transfer your?

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Anyone who wishes to send money to someone else's bank account.

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