How do I roll over an IRA at another financial institution into a Pax World IRA?
To roll over an IRA from another financial institution to Pax World, use the Pax World Transfer of Assets/Direct Rollover form. If you do not already have a Pax World IRA account, you will also need a Pax World IRA Application. Return the completed application (if applicable) and Transfer of Assets/Direct Rollover form to Pax World; be sure to find out if the current account custodian requires a signature guarantee on the Transfer of Assets/Direct Rollover form.
