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Investment Management Association Stock Transfer Form

Investment Management Association Stock Transfer Form

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As the world ditches in-office work, the completion of paperwork more and more happens electronically. The investment management association stock transfer form isn’t an any different. Working with it utilizing digital means differs from doing this in the physical world.

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Instructions and help about Investment Management Association Stock Transfer Form

[Music] so many of you have asked for more direction on the best ways to complete the ira transfer form the ira transfer form is an essential part of completing the process of moving your funds from your current custodian to itrust capital be on the lookout for an email from us with the instructions to log into your itrust capital documents portal to download your ira transfer form you'll first notice that your name and other personal information is pre-filled on the form the next section is where your current custodian information needs to be entered please make sure to contact your current custodian to help complete this section enter only one method of submission usually fax is the custodian's preferred method also make sure to include your current account number as well now on to the last section transfer instructions here you'll mark whether you're moving 100 or a specified dollar figure from your current ira to your new itrust capital ira you'll only select to transfer the asset

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