Get the free (IRA) TRANSFER REQUEST FORM - Green Century Funds
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Please mail to:
Green Century Funds
P.O. Box 588
Portland, ME 04112
Overnight Address:
Green Century Funds
c/o Apex Fund Services
Three Canal Plaza, First Floor
Portland, ME 04101Coverdell Education
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How to fill out ira transfer request form
How to fill out ira transfer request form
01
Obtain the IRA transfer request form from your financial institution or download it from their website.
02
Start by filling out your personal information, including your name, address, social security number, and account number.
03
Indicate the type of transfer you want to make, whether it is a direct transfer or a rollover.
04
Provide the necessary details of the receiving financial institution, such as their name, address, and account number.
05
Specify the assets or funds you wish to transfer and their current value.
06
Sign and date the form, certifying that the information provided is accurate.
07
Submit the completed form to your current financial institution and follow their instructions for processing the transfer.
08
Keep a copy of the form for your records.
Who needs ira transfer request form?
01
Anyone who wants to transfer their Individual Retirement Account (IRA) from one financial institution to another needs an IRA transfer request form. This form is typically required by the current financial institution to initiate the transfer process.
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What is ira transfer request form?
The ira transfer request form is a document used to transfer funds from one Individual Retirement Account (IRA) to another.
Who is required to file ira transfer request form?
Anyone looking to transfer funds between IRAs is required to file an ira transfer request form.
How to fill out ira transfer request form?
To fill out the ira transfer request form, provide personal information, details of the accounts involved, and specify the amount to be transferred.
What is the purpose of ira transfer request form?
The purpose of the ira transfer request form is to facilitate the transfer of funds between IRAs while adhering to IRS guidelines.
What information must be reported on ira transfer request form?
The ira transfer request form must include personal information, account details, and the amount to be transferred.
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