Get Dodge & Cox Funds Ira Transfer Of Assets Form

Transferring your IRA assets can seem complex, but filling out the Dodge & Cox Funds IRA Transfer Of Assets Form online can be a straightforward process. This guide will provide clear and detailed instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the form successfully:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the name of the financial organization that currently holds your IRA. This should be the institution serving as your present IRA trustee or custodian.
3. Provide your personal information in the present IRA owner information section, including your name, social security number, date of birth, address, home and daytime phone numbers, and account number.
4. In the transfer authorization section, indicate whether you wish to transfer an entire balance or only a specific amount from your account. Select the type of account (Roth, Traditional, SEP, SIMPLE) from which you are transferring assets.
5. Choose the transfer method: you can opt to have a check mailed or funds wired to the receiving IRA trustee or custodian. Provide the necessary details such as address or routing number and account number for the wire transfer.
6. Complete the withholding election. Here, you can choose whether to have federal and state income tax withheld from your distribution. Make sure to specify the percentage if applicable.
7. Sign the form to certify that the provided information is accurate and correct. Remember to include the date of your signature.
8. Obtain the authorized signature of the receiving IRA trustee/custodian in the designated area.
9. Review the completed form for accuracy before saving your changes, downloading a copy for your records, or printing it out for submission.

Complete your Dodge & Cox Funds IRA Transfer Of Assets Form online today for a smooth asset transfer.