This form is a sample letter in Word format covering the subject matter of the title of the form.
Letter Notification Transfer Without Cheque In Franklin
Category:
State:
Multi-State
County:
Franklin
Control #:
US-0029LR
Format:
Word;
Rich Text
Instant download
Description
Form popularity
FAQ
The two main types of IRA rollovers are direct and indirect rollovers. In a direct rollover, your financial institution or retirement plan administrator directly sends funds to a TIAA IRA. In an indirect IRA rollover, the financial institution sends you the funds. You must reinvest the funds in the new IRA.
The Request for Transfer or Conversion to an IRA for Traditional (including SEP), Roth, and SIMPLE IRAs form is designed to assist you in transferring or converting assets from one individual retirement account (IRA) to another IRA.
Beneficiary Transfer/ Distribution Request Form — Request a transfer and/or distribution of retirement assets to the beneficiary of an IRA, Roth IRA, SEP IRA, SIMPLE IRA or SAR-SEP account for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.
Beneficiary Transfer/ Distribution Request Form — Request a transfer and/or distribution of retirement assets to the beneficiary of an IRA, Roth IRA, SEP IRA, SIMPLE IRA or SAR-SEP account for which Fiduciary Trust International of the South ("FTIOS") serves as custodian.
Rollover IRAs can also provide a wider range of investment options and low fees, particularly compared with 401(k)s, which can have a short list of investment options and higher administrative fees.
Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.
Our transfer agent is Computershare.
