Get Simple Ira Transfer Of Assets Form - Sit Mutual Funds

This guide provides a comprehensive overview on completing the SIMPLE IRA TRANSFER OF ASSETS FORM for Sit Mutual Funds. Following these steps will ensure a smooth transfer of your SIMPLE IRA assets from another custodian to your new or existing account.

Follow the steps to complete the transfer form correctly.

1. Press the ‘Get Form’ button to access the SIMPLE IRA TRANSFER OF ASSETS FORM and open it in your preferred online editor.
2. Fill in the participant information section, including your name, daytime telephone number, address, social security number, date of birth, and zip code.
3. In the investment instructions section, indicate if you are opening a new SIMPLE IRA by checking the appropriate box and attaching the required SIMPLE IRA application.
4. Deposit the proceeds as instructed by filling out items A and B. Provide either the existing SIMPLE IRA account number or detail how you want to invest the funds.
5. Ensure to allocate the total investments among the chosen funds correctly, either by specifying the dollar amount or percentage, making sure they equal 100%.
6. Complete the current custodian and account information section. Provide details about your existing custodian, including name, address, and contact information. Attach the most recent statement if available.
7. For each investment you wish to transfer, provide the account number, specify whether you want to liquidate the entire account, and detail the share class and CUSIP number as necessary.
8. In the participant authorization section, sign and date the form, indicating your understanding and consent for the transfer of assets.
9. If required by your current custodian, obtain a Medallion Signature Guarantee stamp and signature.
10. Review all provided information for accuracy to prevent delays, then save changes, download, print, or share the completed form as needed.

Complete the SIMPLE IRA TRANSFER OF ASSETS FORM online today to facilitate your asset transfer.