I want to transfer my assets into a BlackRock IRA account from another firm. How can I do this?
Download an IRA Transfer of Assets/Direct Rollover Request Form. We recommend that you check with if you will require additional documentation (medallion guarantees, distribution forms, etc.). Please be sure to include a recent statement along with the TOA form. If you do not already have a BlackRock IRA you will also need to download and complete the appropriate type of IRA application (Roth, Traditional or Inherited) to establish a BlackRock IRA account for your client before the funds can be transferred. The paperwork will need to be signed by your client and mailed to the address on the form.
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