Ira transfer form 2026

1. Click ‘Get Form’ to open the IRA Transfer Form in our editor.
2. Begin by filling out the Investor Information section. Enter your first name, middle initial, last name, social security number, address, city/state/zip code, and both daytime and evening phone numbers.
3. In the Instructions to Current IRA Custodian section, provide details about your current custodian or plan administrator. Include their name, account number, contact person, street address, contact number, and city/state/zip code.
4. Select whether you want to transfer all assets or a specific amount/percentage. Indicate if you want this request processed immediately or at maturity.
5. Complete the Investment Selection section by choosing the Jacob Funds you wish to invest in. If applicable, provide existing account numbers and amounts.
6. Check the Age 70½ Information box that applies to you and complete the Conversion of Traditional IRA to Roth IRA section if relevant.
7. Sign and date the Signature and Certification section. Ensure that any required signature guarantees are included as per your current custodian's requirements.

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