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In this tutorial, viewers are guided on completing the IRA transfer form necessary for moving funds to iTrust Capital. Users should expect an email with instructions to access the iTrust Capital documents portal to download the transfer form, which comes pre-filled with their personal information. The next step involves entering details about the current custodian, for which contacting them for assistance is recommended. It's advised to use one submission method, typically fax, and include the current account number. Finally, users need to specify whether they're transferring 100% of their IRA or a specific dollar amount in the transfer instructions section.