How do I rollover or transfer funds into a self-directed IRA?
Please send a completed “CTAS Account Transfer Request” form along with a copy of your Drivers License. Please include a copy of the last statement of the account from where your funds are being transferred or rolled over. Your account may be opened by fax or email, however the original, signed “Account Transfer Request” is required before the previous custodian will release funds for your new self-directed account.
Related Questions
- Can I transfer/rollover funds from an existing IRA, 401(k), 403(b), SEP IRA, Roth IRA, Keogh, to a Self-Directed IRA for the purpose of investing in real estate?
- Can I transfer/rollover funds from a previously established retirement plan into a self-directed IRA?
- How do I rollover or transfer funds into a self-directed IRA?
