What documents are required to transfer shares of Individual Retirement Account (IRA) to a new IRA owner due to divorce?
To transfer shares of an Individual Retirement Account (IRA) to a new IRA owner, Harbor Funds requires the following: • Completed IRA Adoption Agreement, and one of the following: • Medallion Signature Guaranteed letter of instruction signed by the current IRA owner The letter of instruction should include the registered account name, account number, the required signatures and a description of the circumstance or change affecting the account.
Related Questions
- What documents are required to transfer shares of an Individual, non-retirement or Joint account to a new account owner due to divorce?
- May an IRA beneficiary transfer the IRA to a different custodian following the death of the IRA owner?
- What is an acceptable individual retirement account (IRA) transfer?
