If you plan to fund your IRA via direct transfer or direct rollover, you will need to complete our IRA Transfer Request form. Certain information regarding your current custodian is required to complete this form.
If you plan to fund your IRA via an indirect rollover, please contact your current account custodian for instructions. Also, please be aware that rollovers are subject to certain IRS rules that limit your ability to roll over funds from an IRA over a 12-month period.
Once the funds have been distributed to an individual, he or she must roll them into another qualified account within 60 days. Please be sure to submit your Deposit Certification at the time of deposit to ensure funds are deposited correctly.
Visit Investment Hub to learn more about onboarding investments, funding your IRA, and directing your investments.