Get Interactive Brokers Ira Rollover Form 2021-2025

This guide provides clear, step-by-step instructions for filling out the Interactive Brokers IRA Rollover Form online. Whether you are new to retirement account rollovers or have prior experience, this comprehensive overview will help you complete the form with confidence.

Follow the steps to complete the Interactive Brokers IRA Rollover Form

1. Use the ‘Get Form’ button to access and open the Interactive Brokers IRA Rollover Form in your preferred editor.
2. In Section 1, provide your Interactive Brokers account information, including your account number, account type, and the name and social security number of the IRA owner. Also, include the details of the current trustee or custodian account being rolled over.
3. In Section 2, specify the transfer instructions. If you wish to transfer all available funds, tick the box next to 'Full Cash Transfer'. For a specific amount, check the relevant box and enter the dollar amount. If liquidating assets, tick the appropriate request and enter asset details.
4. Section 3 addresses Required Minimum Distributions. Be sure to read this section carefully to understand your obligations if you are over age 70½.
5. In Section 4, confirm your understanding of the rollover process by checking the 'IRA Rollover' box, then complete, sign, and date the IRA Rollover Certification Form as required.
6. In Section 5, provide your printed name, signature, and the current date to authorize the transfer request.
7. Section 6 requires obtaining a notary public signature and seal to verify your identity.
8. Consult your current IRA trustee or custodian about whether a Medallion Signature Guarantee is required in Section 7.
9. Leave Section 8 blank as it is for Interactive Brokers LLC use only.
10. In Section 9, provide delivery instructions for your current IRA custodian to send the funds. Ensure that checks are made out correctly and that all necessary forms accompany the checks.
11. Review the completed form for accuracy, then save your changes, download a copy, print it, or share it as needed.

Complete your Interactive Brokers IRA Rollover Form online to ensure your retirement assets are transferred smoothly.