Get Wire Transfer Form

Filling out the Wire Transfer Form online is essential for authorizing the transfer of funds from your Scottrade account to another financial institution. This guide will provide you with a step-by-step breakdown of the form's components, ensuring a smooth and efficient completion.

Follow the steps to fill out the Wire Transfer Form accurately.

1. Click ‘Get Form’ button to obtain the necessary form and open it in your digital editor.
2. Enter your Scottrade account holder information, including your account number, account title, social security or tax ID number, telephone number, and the specific reason for the wire transfer request.
3. Provide the financial institution information by filling in the name of the receiving financial institution, the bank's ABA routing number or SWIFT code, and the complete address of the bank. If this is an international wire request, indicate 'Yes' and be prepared for a verification call from a Scottrade representative.
4. Specify the amount of the wire transfer by entering the dollar amount or selecting 'All Available Cash' for domestic wires. Additionally, select the date for the transfer to be sent.
5. Fill out the recipient information, including the recipient's account title, account number at the receiving institution, your relationship to the recipient, and the recipient's street address, city, state, and ZIP code.
6. If applicable, complete the section 'For Further Credit To' by providing the account title and account number at the receiving institution, along with the recipient's address details.
7. Review the fee structure for wire transfers, acknowledging that there is a $25 fee for domestic and a $40 fee for international transfers. Be aware of any additional fees from intermediary or receiving institutions.
8. Provide your signature(s) as the account holder(s), along with the date of signing. Ensure all information is accurate to avoid potential delays or cancellations.
9. Once completed, you can save your changes, download, print, or share the form as needed.

Complete your forms online today for a seamless wire transfer process.