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Online IRA Transfer

Order or Download a Kit It's easy to get started. You can transfer your IRA directly from another investment company by completing a transfer form, or if you've already taken money from your IRA, you can fund your account with an Electronic Funds Transfer from your bank account, by Federal Wire, or by sending us a check.

To transfer an IRA, you'll need the following information:

  • Your Social Security number (SSN)
  • The address and Social Security number or Tax Identification Number of your beneficiary (You can designate up to three beneficiaries online.)
  • The account number of the account you are transferring and the address of the financial institution
  • Banking information for your reference (if funding online)
  • Your email address (If you currently have accounts with us, verify that we have your correct email address on file.)

Important Information:

  • All account owners and beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing address and residential address (if different than mailing address), or a military address if in the armed forces.
  • We can not accept third-party, credit card, or starter checks.
  • You must have Adobe Acrobat Reader to view certain forms.

Representatives are available at 1-800-359-3379 if you have any questions during the process.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value