Get Incoming Transfer Request

This guide provides a clear and supportive approach to completing the Incoming Transfer Request online. By following these steps, you will ensure that your form is filled out accurately, facilitating a smooth transfer process.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the Incoming Transfer Request form and open it in your preferred online editor.
2. In Section 1, fill out your account owner information. Enter your first name, title, and Provident Trust Group account number accurately.
3. Proceed to Section 2 to fill out your last name, middle initial, current custodian account information, including your current custodian's name, phone number, account type, account number, and address details.
4. In Section 3, provide the last four digits of your Social Security number and select your Provident Trust Group account type. Choose between completing a full transfer or a partial transfer by selecting either Option A or Option B. Ensure that all necessary fields for your choice are filled out.
5. For delivery options in Section 4, choose how funds will be transferred to Provident Trust Group. Provide the details required for check mailing or wire transfer as applicable.
6. In Section 5, indicate how you would like to submit your request to your current custodian. Choose either via fax or mail and select an appropriate mail processing option if applicable.
7. In Section 6, review the limited power of attorney clause and confirm your understanding before signing.
8. Section 7 requires you to read the Account Owner Agreement and Authorization thoroughly. Sign at the bottom, indicating your understanding and agreement to the terms.
9. Finally, in Section 8, print your name, date, and prepare for the Provident Trust Group to complete acceptance of your request. Review your completed information before submitting.
10. Once you are satisfied with the accuracy of your information, submit the form as directed, either by mail, email, or fax. You may save changes, download, or print your completed form for your records before submission.

Complete your Incoming Transfer Request online to ensure a smooth and efficient transfer process.