What address for the delivering firm is needed on the transfer form?
If the firm the account is transferring from appears in the dropdown menu on our ACAT form then it is ACAT eligible and we do not need an address for the delivering firm. However, if you need to select “Other”, then the firm is probably NON-ACAT eligible and an address is required to submit the request. Please note that we require a physical address (not PO Box) as NON-ACAT requests are sent via delivery confirmation. Verify the exact address for a transfer request with the delivering firm to help avoid any potential delays.
Related Questions
- I had Fidelity make a direct trustee-to-trustee transfer of my IRA account to Fidelity from another firm is it reported on Form 1099-R?
- While selecting the web form for transfer, can I transfer the form or address selected to the notes tab?
- What address for the delivering firm is needed on the transfer form?
