IRA to IRA Transfer Request Form

Select your current IRA custodian to start the IRA to IRA transfer process:

Advanta IRA

Advanta IRA Transfer Request Form

Completed to transfer cash or assets from a current American Century IRA.

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American Funds

American Funds Transfer Request Form

Completed to transfer cash or assets from a current American Funds IRA.

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Ameriprise

Ameriprise Transfer Request Form

Completed to transfer cash or assets from a current Ameriprise IRA.

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Charles Schwab

Charles Schwab Transfer Request Form

Completed to transfer cash or assets from a current Charles Schwab IRA.

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Edward Jones

Edward Jones Transfer Request Form

Completed to transfer cash or assets from a current Edward Jones IRA.

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Equity Trust

Equity Trust – Equity Institutional Transfer Request Form

Completed to transfer cash or assets from a current Equity Trust IRA.

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E-Trade

E-Trade Transfer Request Form

Completed to transfer cash or assets from a current E-Trade IRA.

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Fidelity / National Financial Services

Fidelity Transfer Request Form

Completed to transfer cash or assets from a current Fidelity IRA.

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Forge Trust (IRA Services)

Forge Trust (IRA Services) Transfer Request Form

Completed to transfer cash or assets from a current IRA Services IRA.

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iPlan Group

iPlan Group Transfer Form

iPlan Group Transfer Form

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JP Morgan Chase

JP Morgan Chase Transfer Request Form

Completed to transfer cash or assets from a current JP Morgan Chase IRA.

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Kingdom Trust

Kingdom Trust Transfer Request Form

Completed to transfer cash or assets from a current Kingdom Trust IRA.

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LPL Financial

LPL Financial Transfer Request Form

Completed to transfer cash or assets from a current LPL Financial IRA.

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Merrill Edge / Lynch

Merrill Edge/lynch Transfer Request Form

Completed to transfer cash or assets from a current Merrill Edge IRA.

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Millennium Trust

Millennium Trust Transfer Request Form

Completed to transfer cash or assets from a current Millennium Trust IRA.

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Morgan Stanley

Morgan Stanley Transfer Request Form

Completed to transfer cash or assets from a current Morgan Stanley IRA.

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Pacific Premier Trust

Pacific Premier Trust (Formerly Pensco) Transfer Request Form

Completed to transfer cash or assets from a current Pensco IRA.

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Pershing

Pershing Transfer Request Form

Completed to transfer cash or assets from a current Pershing IRA.

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Primerica

Primerica Transfer Request Form

Completed to transfer cash or assets from a current Primerica IRA.

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Provident Trust

Provident Trust Transfer Request Form

Completed to transfer cash or assets from a current Provident Trust IRA.

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Strata Trust Company

Strata Trust Transfer Request Form

Completed to transfer cash or assets from a current Strata Trust IRA.

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TD Ameritrade

TD Ameritrade Transfer Request Form

Completed to transfer cash or assets from a current TD Ameritrade IRA.

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Vanguard

Vanguard Transfer Request Form

Completed to transfer cash or assets from a current Vanguard IRA.

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Wells Fargo

Wells Fargo Transfer Request Form

Completed to transfer cash or assets from a current Wells Fargo IRA.

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