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A division of Inspira Financial Trust, LLC 2001 Spring Road, Suite 700 Oak Brook, IL 60523This form should only be used if you are transferring funds from an existing IRA. If you have not established

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What is custody account transfer authorization?

Custody account transfer authorization is a legal document that grants permission to transfer assets held in a custody account from one financial institution to another.

Who is required to file custody account transfer authorization?

The account holder or the authorized representative of the account holder is required to file custody account transfer authorization.

How to fill out custody account transfer authorization?

To fill out custody account transfer authorization, provide your personal information, details of the custody account, the receiving institution's information, and any required signatures.

What is the purpose of custody account transfer authorization?

The purpose of custody account transfer authorization is to formally request the transfer of assets between financial institutions, ensuring compliance with legal and regulatory requirements.

What information must be reported on custody account transfer authorization?

The information that must be reported includes account holder details, account numbers, instructions for transfer, and identifying information for the receiving institution.

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