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Please complete this form only if you are transferring assets directly to a new or existing non-qualified (non-IRA) account with North Square Funds. Transfers may take 3 to 5 weeks to complete after

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What is non-qualified transfer of assets?

A non-qualified transfer of assets refers to the movement of assets that do not meet the requirements or criteria of qualified transfers, typically for tax or regulatory purposes. These transfers may incur tax consequences or other penalties.

Who is required to file non-qualified transfer of assets?

Individuals or entities that engage in the non-qualified transfer of assets, particularly when such transfers may affect their tax obligations or financial reporting, are generally required to file the necessary documentation.

How to fill out non-qualified transfer of assets?

Filling out a non-qualified transfer of assets typically involves providing detailed information on the assets being transferred, the parties involved, the value of the assets, and the reason for the transfer, often requiring specific forms provided by tax authorities.

What is the purpose of non-qualified transfer of assets?

The purpose of a non-qualified transfer of assets includes legal asset transfers, managing tax liabilities, fulfilling contractual obligations, or simply transferring assets outside of retirement or qualified plans.

What information must be reported on non-qualified transfer of assets?

Information that must be reported on non-qualified transfer of assets generally includes the names and addresses of the parties involved, the description and value of the assets, the date of transfer, and any relevant tax identification numbers.

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