INSTRUCTIONS (FORM 2325) Please Print or Type ©2020 Ascensus, LLC Stock #80026 2325 (Doc Code 25) (Rev. 5/2020) IRA OWNER’S SIGNATURE I have established an IRA with the financial organization named above. I authorize the current fiduciary of my IRA or QRP to liquidate the
Please liquidate and send the amount indicated below from the IRA or qualified retirement plan (QRP) you are maintaining on my behalf to the IRA I have ...
IRA ASSET REQUEST INSTRUCTIONS (FORM 2325) Please Print or Type TO: __________________________________________________________________ ______________________________________________________________________ Current IRA or QRP Fiduciary Account Number at Current Institution ____________________________________________________________________________________________________________________________________________ Mailing Address of Current IRA or QRP Fiduciary Please liquidate and send the amount indicated below from the IRA or qualified retirement plan (QRP) you are maintaining on my behalf to the IRA I have established at my financial organization (named in the Identifying Information section of this form). Distribute the required minimum distribution (RMD) or death benefit RMD for the current year (if any) prior to sending the assets. Make the check payable as follows: Name of Financial Organization, F/B/O IRA Owner's Name. Note on the check that it is for deposit to account number ______________________________ at the financial organization. Attach the check to a copy of this form and send it to the financial organization at the address provided below. My financial organization can only accept a check to implement this transaction, so please don't send it in any other form. Source of Assets into Traditional IRA Source of Assets into Roth IRA Traditional IRA* Traditional qualified retirement plan (QRP)* *Check if Applicable Roth IRA* Traditional IRA Designated Roth account of a QRP* Traditional qualified retirement plan (QRP)* I am the beneficiary of the distributing IRA or QRP. The receiving IRA is subject to the death benefit RMD rules, and the original owner or participant was: _________________________________________________________________________________________________ IDENTIFYING INFORMATION IRA Owner's Name (First, Initial, Last) Financial Organization Name Social Security Number CID# (Organization will complete.) IRA Suffix Financial Organization Mailing Address City, State, ZIP Phone Number Contact Person at Financial Organization AMOUNT AND TIMING OF TRANSACTION Liquidate the current investment and send the proceeds as follows. Check one box in each column. Amount to transfer: Make this transfer: 1. $_________________________ 2. The entire amount in my account and close my account. 1. On ______________________________________________ . Date (MM/DD/YYYY) 2. Immediately. 3. At maturity of the investment. FINANCIAL ORGANIZATION'S SIGNATURE The financial organization named above agrees to act as trustee or custodian and accept the transaction described above for deposit to the IRA established on behalf of the IRA owner named above. _X________________________________________________________________ ________________________________________________________________ Organization Representative's Signature Date (MM/DD/YYYY) IRA OWNER'S SIGNATURE I have established an IRA with the financial organization named above. I authorize the current fiduciary of my IRA or QRP to liquidate the above described portion of my interest in the plan and send the proceeds to my financial organization as directed on this form. (The IRA owner should check with the IRA or QRP fiduciary that currently has the funds to determine whether a signature guarantee is required.) _X________________________________________________________________ IRA Owner's Signature ©2020 Ascensus, LLC ________________________________________________________________ Date (MM/DD/YYYY) Stock #80026 2325 (Doc Code 25) (Rev. 5/2020)Adobe PDF Library 9.0