Trustee to Trustee Notification

Instructions

You may transfer assets from an IRA account held with another trustee/custodian to an IRA account here. The assets are transferred directly trustee/custodian to trustee/custodian, with no distribution of assets to you. During the transaction process, you will be presented with an IRA Transfer In Authorization form, which you must print out, complete and return to us.

To enter a Trustee to Trustee Notification

  1. Click Transfer & Pay > Transfer Funds.

    • Alternatively, click Menu in the top left corner > Transfer & Pay > Transfer Funds.

  2. If you have multiple accounts or account partitions, or if you have a master account and you manage one or more client or sub accounts, the Account Selector will open. Select the account you want to use for this transaction or use the search function in the Account Selector to find it. Click continue to submit it and close the Account Selector.

  3. From the tabs, select Make a Deposit.

  4. Select Trustee to Trustee Notification, enter the contribution information and select Get Instructions.

    Image of the trustee to trustee notification in portal.

  5. Click Finish to submit your deposit notification.

    Image of the trustee to trustee notification instructions in portal.

 

Additional Resources