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IRA Transfer/Rollover Form[If this is for a new IRA Account, an IRA Application must accompany this form.]! Mail to: Intrepid Capital Funds/o U.S. Bank Global Fund Services PO Box 701Milwaukee, WI
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How to fill out ira transferrollover formintrepid capital
How to fill out ira transferrollover formintrepid capital
01
Obtain the IRA transfer/rollover form from Intrepid Capital.
02
Fill in your personal information including name, address, Social Security number, and account number.
03
Indicate whether it is a transfer or rollover.
04
Specify the amount you wish to transfer or rollover.
05
Sign and date the form.
06
Submit the completed form to Intrepid Capital for processing.
Who needs ira transferrollover formintrepid capital?
01
Individuals who have an IRA account with Intrepid Capital and wish to transfer or rollover funds to or from this account.
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What is ira transferrollover formintrepid capital?
IRA transfer/rollover form Intrepid Capital is a form used to transfer or rollover funds from one IRA account to another within Intrepid Capital.
Who is required to file ira transferrollover formintrepid capital?
Any individual who wants to transfer or rollover funds from one IRA account to another within Intrepid Capital is required to file the IRA transfer/rollover form.
How to fill out ira transferrollover formintrepid capital?
To fill out the IRA transfer/rollover form Intrepid Capital, the individual needs to provide personal information, details of the current and new IRA accounts, and specify whether it is a transfer or rollover.
What is the purpose of ira transferrollover formintrepid capital?
The purpose of the IRA transfer/rollover form Intrepid Capital is to facilitate the movement of funds between IRA accounts for the individual's investment purposes.
What information must be reported on ira transferrollover formintrepid capital?
The IRA transfer/rollover form Intrepid Capital must include personal details, account information of current and new IRA accounts, and the type of transaction (transfer or rollover).
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