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Get Individual Retirement Account ( IRA ) Kit - First Trust Retirement

Trust Company of Onaga), as Custodian. TRANSFER/ROLLOVER REQUEST Use this form to transfer assets from an existing IRA or other qualified plans. ADDITIONAL INVESTMENT INSTRUCTIONS Use this form to add additional investments to an existing IRA. WITHDRAWAL REQUEST Use this form to make a withdrawal from an existing IRA. An additional form may be required depending on the type of withdrawal. Getting Started The forms within this kit allow an investor to open, fund, transfer, add to and make w.

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