Get Interactive Brokers Ira Rollover Form

Filling out the Interactive Brokers IRA Rollover Form online can be a straightforward process if you navigate through each section methodically. This guide will provide you with step-by-step instructions to ensure you accurately complete the form and facilitate your rollover.

Follow the steps to complete your rollover form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section # 1, provide your Interactive Brokers account information, including your IB account number and account type, as well as the details of the resigning trustee or custodian's account.
3. Under Section # 2, select your transfer instructions. If you wish to transfer all available funds, check the box next to 'All Cash'. For a specific amount, check the box next to '$____' and specify the dollar amount.
4. If you need to liquidate assets for a fund transfer, check the necessary box and include the details of the assets you wish to liquidate.
5. In Section # 3, take a moment to read the note directed to the IRA owner carefully.
6. Proceed to Section # 4 and check the box confirming your understanding of the IRA rollover requirements. Complete, sign, and date the IRA Rollover Certification Form as instructed.
7. In Section # 5, provide your authorization by printing your name, signing, and entering the current date to validate your request.
8. Section # 6 requires a notary public signature and seal to confirm the authenticity of your signature.
9. Consult with the resigning IRA custodian regarding the need for a Medallion Signature Guarantee as mentioned in Section # 7. This may be necessary for some transfers.
10. Section # 8 is for office use only, typically not requiring input from you.
11. In Section # 9, ensure you provide delivery instructions for your current IRA custodian to send funds appropriately.
12. Finally, review all your entries before saving changes, downloading, printing, or sharing the form.

Start your rollover process by filling out the Interactive Brokers IRA Rollover Form online today.