IRA Transfer Form - wvu 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your personal information in the designated fields, including your name, address, and Social Security number.
  3. In the next section, specify the type of IRA account you are transferring from and to. Ensure that all account numbers are accurate.
  4. Review any additional instructions provided on the form regarding signatures or required documentation.
  5. Once all fields are completed, utilize our platform’s features to save your progress or submit the form directly for processing.

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Yes, a typed name is accepted as a legitimate electronic signature when you add it to your document using a compliant solution like DocHub. Simply import your IRA Transfer Form - wvu to our editor, click Sign in the top tool pane → Create your signature → Type your name in the appropriate tab, and decide how it will appear on your document.

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Use this form to move assets from an American Funds IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP) to another financial institution or to another American Funds account.
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