Get Ira Transfer Application - Lord Abbett

Filling out the IRA Transfer Application is an important step in transferring your retirement funds to Lord Abbett. This guide will provide clear and detailed instructions to help you complete the application online with confidence.

Follow the steps to successfully complete your application.

1. Click the 'Get Form' button to obtain the application and open it in your preferred editor.
2. Provide your account owner information. This includes your full name, Social Security number, email address, date of birth, and daytime phone number.
3. Specify your investment instructions. Choose either option A to invest proceeds in a new Lord Abbett account or option B to invest in your existing Lord Abbett IRA account(s). Indicate the names of the funds, share class, account numbers, and allocation percentages.
4. Fill in the details of the account you are transferring. Include the name and address of the current trustee or custodian, the contact person's name, phone number, and the account number to be transferred.
5. Select the type of account you are transferring by checking the appropriate box for options such as Traditional IRA, Roth Conversion IRA, SIMPLE IRA, etc.
6. Provide transfer instructions. If transferring non-Lord Abbett funds, include the amount to liquidate and whether to liquidate immediately or at maturity. For Lord Abbett funds, indicate whether to transfer all shares or a specific number.
7. Complete the signature and agreement section. Certify that you have established an Individual Retirement Custodial Account and that the information provided is correct. Include your signature and date.
8. If required, obtain a signature guarantee for liquidating securities by signing in the presence of an authorized individual. This step might be necessary depending on your current custodian's requirements.
9. Review the completed application and ensure all sections are filled out accurately. Retain a copy for your records before submitting.
10. Mail your completed application to Lord Abbett Service Center or use FedEx priority overnight shipping as indicated for a faster processing.

Start your IRA transfer application online today and take a step towards managing your retirement funds more effectively.