This form is a sample letter in Word format covering the subject matter of the title of the form.
This form is a sample letter in Word format covering the subject matter of the title of the form.
Give us a call at (800) 632-2301.
Use this form to request a transfer or direct rollover of retirement assets held at another institution to an IRA with Fiduciary Trust International of the South (“FTIOS”) as Custodian. • Only designated Roth assets can be transferred to a Roth IRA.