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Initiating an IRA Transfer

Last Updated: Dec 12, 2017 03:13PM EST


To initiate an IRA-to-IRA transfer of funds from another financial institution with IRA Services Trust Company, you must select 'Transfer' in the "Fund your Account" portion of the on-boarding process. A Transfer Authorization form will be generated at the end of this process, on which you will need to provide your original ink signature. You will need to submit your signed Transfer Authorization form with your most recent account statement from the financial institution from which you are transferring.

Mail the Transfer Authorization form and your most recent statement (along with all other required account acknowledgment documents) to one of the addresses provided below. We will take care of contacting your financial institution to transfer your funds.

Regular mail:

IRA Services Trust Company
Service Center
PO Box 7080, San Carlos, CA 94070

Overnight/courier mail:

IRA Services Trust Company
Service Center
1160 Industrial Rd, Suite 1, San Carlos, CA 94070

Timeline: Transfers can take 2-4 weeks or more to complete, depending on how fast your financial institution can process the transfer request.

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