Get Guidestone Transfer In Form

Completing the Guidestone Transfer In Form online can simplify your process for transferring assets to GuideStone Funds. This guide will provide you with clear, step-by-step instructions to ensure you fill out the form correctly.

Follow the steps to successfully complete the Guidestone Transfer In Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Begin by filling in the participant information section. Provide your first name, middle initial, last name, social security number, birth date, and contact numbers. Ensure all details are accurate, as this information is essential for the transfer.
3. Continue to the transfer instructions section. You must complete all parts labeled A, B, and C. Start with Part A by identifying the contribution source, indicating whether it is a transfer of assets or a direct rollover from specific retirement plans.
4. In Part B, select where you want the transferred funds to go. Indicate if the funds should go into a new IRA or an existing IRA, and provide the account number if applicable. Enter how these funds will be divided among chosen funds, making sure each fund has a minimum initial investment of $1,000.
5. In Part C, specify the current custodian of your assets being transferred. Provide their contact information and address accurately, as this is critical for the processing of your transfer.
6. Next, indicate whether you want to liquidate certain investments from the current account and their transfer specifications. Be specific about which accounts and amounts to liquidate.
7. Complete the participant signature section. Read the authorization statement carefully, then provide your signature and date. Consider if a medallion signature guarantee is needed based on your current custodian's requirements.
8. Once all sections are complete, review your form for accuracy. Save your changes, and you can then download, print, or share the completed form as needed.

Begin completing your documents online today.