Get Scottrade Wire Transfer

Filling out the Scottrade Wire Transfer form online can seem daunting, but it is a straightforward process. This guide provides step-by-step instructions to help users efficiently complete the required fields to facilitate a wire transfer from Scottrade Bank to another financial institution.

Follow the steps to successfully complete your wire transfer request.

1. Click the ‘Get Form’ button to obtain the Scottrade Wire Transfer form and open it for editing.
2. In the first section labeled 'Scottrade Bank account holder information', enter your bank account number, bank account type, and either your Social Security or tax ID number. Provide the name on the account, a valid telephone number, and your email address. Clearly describe the reason for your transfer request.
3. In 'Receiving financial institution information', input the receiving bank's wire ABA/routing number. Include their telephone number, the name of the receiving financial institution, and the complete bank address, which must specify the city, state, and ZIP code.
4. In the 'Amount of wire transfer' section, write the dollar amount you wish to transfer clearly, ensuring it is represented in dollar amounts only.
5. For 'Recipient beneficiary information', provide the recipient's account title at the receiving institution. Include their full street address, making sure to avoid P.O. boxes. Fill in the account number at the financial institution, along with the recipient's city, state, and ZIP code. Indicate your relationship to the recipient.
6. If applicable, complete the 'For further credit to' section by entering the account number and account title at the receiving institution. Again, provide the recipient's street address, city, state, and ZIP code.
7. Please note that if you are wiring to a third party or international recipient, a valid, non-expired government-issued ID must accompany your request.
8. After filling out all required sections, review your form for accuracy. You can then save any changes, download, print, or share the completed form as necessary.

Complete your wire transfer document online today.