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TOUCHSTONE INHERITED IRA TRANSFER OF ASSETS FORM / DIRECT ROLLOVER FORM Use this form to request an inherited IRA trusteetotrustee transfer of assets or a direct rollover from an existing retirement
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How to fill out touchstone inherited ira transfer
How to fill out touchstone inherited ira transfer
01
Contact the financial institution where the inherited IRA is currently held.
02
Request the necessary forms to initiate the transfer of the inherited IRA to Touchstone.
03
Fill out the forms accurately and completely, ensuring to include all required information such as account numbers and transfer instructions.
04
Submit the completed forms to the financial institution for processing.
05
Monitor the transfer process and follow up with Touchstone if there are any delays or issues.
Who needs touchstone inherited ira transfer?
01
Beneficiaries who have inherited an IRA and wish to transfer it to Touchstone for management.
02
Individuals looking to consolidate their inherited IRA accounts for ease of management and potentially better investment opportunities.
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