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Menu
  • Our Company
  • Self-Directed IRA
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Open Account
Client Login
Contact Us
  • Our Company
  • Self-Directed IRA
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  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
    • FAQs
    • News and Alerts
  • Forms
Menu
  • Our Company
  • Self-Directed IRA
  • Employer Plan Services
  • Custody & Escrow
  • Cash Management
  • IRA Learning Center
    • Alternative Investments
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  • Forms
2 Oct 2018

How do I move funds from an existing IRA?

by Sandy Reese | | 0

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.