What is the Safe Harbor IRA signature card?
The Safe Harbor IRA signature card serves two purposes: • It allows you to acknowledge and accept ownership of the account, including acceptance of the account Terms and Conditions (PDF: 199 KB). • It allows you to certify your Taxpayer Identification Number (Social Security number), both of which are necessary before transfers, rollovers or distributions can occur.
Related Questions
- Our director or employee left the agency. Do I need to complete a new signature card and/or Stop Payment Authorization Form to remove this individual or can I send you a note?
- Why did I receive both a Safe Harbor IRA signature card and an Affidavit of Identity?
- Where is the signature code on my credit card?
