How do I transfer an IRA account that I have at another financial institution into a Aurora Bank IRA RetirementBuilder account?
In order to transfer an IRA account from another institution, you must fill out the Contribution form in your IRA Welcome package, mark “Transfer” and send a check with the Contribution form. You may also wire funds from your other financial institution to your IRA RetirementBuilder account. Please indicate on the wire that the transaction will be a “Transfer.” • How do I rollover funds from a qualified retirement plan to a Aurora Bank IRA RetirementBuilder account? In order to transfer an IRA account from another institution, you must fill out the Contribution form in your IRA Welcome Kit, mark “Rollover” and send a check with the Contribution form. You may also wire funds from your other institution to your IRA RetirementBuilder account. Please indicate on the wire that the transaction will be a “Transfer.” • How do I take a distribution? Call our customer service center at 1-888-522-9295 to request a distribution form. Once we’ve received your completed form, we will liquidate your
Related Questions
- How do I transfer an IRA account that I have at another financial institution into a Aurora Bank IRA RetirementBuilder account?
- Are there any fees associated with having a Aurora Bank Traditional or Roth IRA RetirementBuilder account?
- How do I rollover funds from a qualified retirement plan to a Aurora Bank IRA RetirementBuilder account?
