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PACIFIC FUNDS INDIVIDUAL RETIREMENT ACCOUNT (IRA) TRANSFER OF ASSETS / DIRECT ROLLOVER FORM Use this form to request an IRA transfer of assets or a direct rollover (excluding qualified rollover contributions

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How to fill out wwwblackrockcomusindividualira transfer of assets

01

Log in to your BlackRock account on www.blackrock.com/us/individual/ira

02

Find the transfer of assets section under your account settings

03

Select the type of assets you would like to transfer (e.g. cash, stocks, bonds)

04

Enter the details of the assets you are transferring, including the amount and account information

05

Review and confirm the transfer request

06

Follow any additional instructions provided by BlackRock for completing the transfer

Who needs wwwblackrockcomusindividualira transfer of assets?

01

Individuals who have BlackRock Individual IRAs and want to transfer assets to or from their account

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What is www.blackrock.com/us/individual/ira transfer of assets?

The transfer of assets for an Individual Retirement Account (IRA) involves moving investments or funds from one financial institution to another.

Who is required to file www.blackrock.com/us/individual/ira transfer of assets?

Individuals who are initiating the transfer of assets for their IRA account are required to file the necessary paperwork.

How to fill out www.blackrock.com/us/individual/ira transfer of assets?

To fill out the transfer of assets for an IRA, individuals typically need to complete a transfer request form provided by the receiving financial institution.

What is the purpose of www.blackrock.com/us/individual/ira transfer of assets?

The purpose of transferring assets for an IRA is to potentially consolidate investments, change investment strategies, or move to a new financial institution.

What information must be reported on www.blackrock.com/us/individual/ira transfer of assets?

The transfer of assets for an IRA typically requires details such as the account numbers, types of assets being transferred, and the receiving financial institution's information.

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