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The video tutorial provides guidance on completing the IRA transfer form necessary for moving funds to iTrust Capital. Viewers should await an email with instructions to access the iTrust Capital documents portal for downloading the form, which will have their personal information pre-filled. Next, they need to enter their current custodian's details, which requires contacting the custodian for assistance. Only one submission method should be selected, typically fax, and the current account number must be included. Finally, in the transfer instructions section, users must indicate whether they are transferring 100% of their IRA or a specified dollar amount to their new iTrust Capital IRA.