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Why did I receive both a Safe Harbor IRA signature card and an Affidavit of Identity?

April 26, 2017Affidavit card identity IRA safe harbor signature

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Why did I receive both a Safe Harbor IRA signature card and an Affidavit of Identity?

1 Answer

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In many cases, the Affidavit of Identity will not be required. To minimize the delays in processing transactions on your account, we will usually send an Affidavit of Identity with all replacement signature cards. This will ensure we have the necessary information for your Safe Harbor IRA.