How do I transfer an existing retirement plan to Royce?
To transfer a retirement account, such as a Roth IRA or 401(k) account to Royce, you need to complete and mail an IRA Application (Adoption Agreement) as well as an IRA Transfer of Assets Form. You can download these forms from IRA Materials, or request the paperwork from Investor Services at (800) 221-4268. We suggest that you call the institution that you are transferring the IRA from and ask them if they require a Medallion Signature Guarantee on the IRA Transfer of Assets Form.
Related Questions
- Are there any deferred sales charges (surrender fees) from my existing provider if I transfer my account balance into the Cedars-Sinai 403(b) Retirement Plan now administered by ING?
- Can I transfer the trusteeship of an existing retirement plan to Wilmington Trust Retirement and Institutional Services Company?
- How do I transfer an existing retirement plan to Royce?
