To initiate a “custodian to custodian” transfer, you must complete, sign and send a “Transfer Authorization” form to M2 Trust for processing. This form can be found under the Forms section of our websiste.
Unfortunately some custodians still require a signed hard copy of the transfer request and therefore the reason for mailing the form to our office for processing. We request that you include a copy of a recent statement from your current custodian so that we may verify the account registration.
Please note: This process can take up to 2 weeks to complete taking into consideration liquidation timeframes (2 to 3 days for mutual fund and stock sales) and the process designated for receiving funds (wire or check). Requesting a wire transfer is the most efficient method of account funding via transfers but may incur a fee.