Get 302 Traditional And Simple Ira Transfer Request 72013 - Gpnwfcu

This guide provides a detailed walkthrough for users on how to complete the 302 Traditional And SIMPLE IRA Transfer Request form 72013 - Gpnwfcu online. By following these steps, users can efficiently transfer their IRA assets while ensuring compliance with the necessary requirements.

Follow the steps to successfully complete your transfer request

1. Click ‘Get Form’ button to obtain the form and open it in your document editor.
2. In Part 1, enter your name in the fields provided (First, Middle Initial, Last). This is the individual requesting the transfer.
3. In Part 2, the accepting IRA trustee or custodian must fill out their information, including their name, date of birth, phone number, and address. Make sure to include the account number and suffix.
4. Select the type of accepting account from the options: Traditional IRA, SIMPLE IRA, Inherited Traditional IRA, or Inherited SIMPLE IRA.
5. In Part 3, indicate your relationship to the current IRA owner by selecting the appropriate option from the provided choices.
6. In Part 4, enter the current IRA owner's name as well as the details requested in Part 5 including their Social Security number, address, and current account type.
7. If applicable, complete Part 6 regarding Required Minimum Distribution (RMD) by choosing how you wish to handle your RMD or life expectancy payments.
8. In Part 7, choose your transfer option, either a One-Time Transfer or Recurring Transfer, and fill in the required details such as the transfer amount and frequency.
9. Provide the name to make payable to, ensuring it meets the criteria for inherited IRAs, and fill in asset handling instructions for any specific investments.
10. In Part 8, sign and date the document ensuring that all information is accurate. If required, complete the notary public or signature guarantee field.
11. Finally, review your form for accuracy, and then save changes, download, print, or share the form as needed.

Complete your transfer request online today!