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REQUEST TO TRANSFER TRADITIONAL IRA to SEPIA Athene Annuity & Life Assurance Company Athene Annuity & Life Assurance Company of New York Home Office, Pearl River, NY 10965Home Office, West Des Moines,

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How to fill out request to transfer traditional

01

To fill out a request to transfer traditional, follow these steps:

02

Collect all necessary documents, including identification, account information, and any relevant forms provided by the receiving institution.

03

Provide your personal information, such as full name, address, and contact information.

04

Fill out the requested information for the transferring account, including the account number and any specific instructions.

05

Attach any required supporting documents, such as a voided check or a copy of the receiving institution's request form.

06

Review the completed request form for accuracy and completeness.

07

Sign and date the request form.

08

Submit the request form to the appropriate institution or follow their preferred submission method.

09

Keep a copy of the completed request form for your records.

10

Monitor the status of the transfer and follow up if necessary.

Who needs request to transfer traditional?

01

Anyone who wishes to transfer their traditional account funds from one institution to another needs a request to transfer traditional. This may include individuals who are switching banks, consolidating accounts, or closing a traditional account in favor of a different financial product.

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What is request to transfer traditional?

Request to transfer traditional is a form used to transfer assets from a traditional retirement account to another account.

Who is required to file request to transfer traditional?

The account holder is required to file a request to transfer traditional.

How to fill out request to transfer traditional?

The request to transfer traditional form must be filled out completely and accurately, including the account information and transfer details.

What is the purpose of request to transfer traditional?

The purpose of request to transfer traditional is to move funds from one retirement account to another while maintaining the tax-deferred status of the assets.

What information must be reported on request to transfer traditional?

Information such as account numbers, names of both the sending and receiving financial institutions, and the amount to be transferred must be reported on request to transfer traditional.

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