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Incoming Transfer Rollover Form

Incoming Transfer Rollover Form

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Instructions and help about Incoming Transfer Rollover Form

is the transfer form for establishing in the IRA and transferring funds from an existing IRA will fill out the information of course you'll put the real information there if you do not know your account number or this is your first transfer we will fill this in for you so don't worry about that you will need to add your address and then how you'd like to receive the funds check please keep in mind we do have a five business days check hold once we receive it and this is how the check will be made payable we send that to the custodian for you and wire there is a $25 incoming wire fee just be aware of those things before you choose which one normally a check you'll want to account for two to four weeks depending on your current custodian and then a wire account for one to two weeks depending on your custodian let's say our custodian is Charles Schwab and then you you will have to add your account number here you cannot add this account number for y

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