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01. Edit your trustee transfer form online
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Send appointing a second trustee in tr1 via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out trustee transfer form with our platform
- Click ‘Get Form’ to open the trustee transfer form in the editor.
- Begin by filling out the Customer Information section. Ensure you provide your name, Social Security Number, and complete all address fields accurately. Use blue or black ink if printing.
- In the Existing Institution Information section, specify the name of your current institution and account details. If applicable, indicate whether this is for a Beneficiary IRA and complete the required fields.
- Proceed to the Transfer Instructions section. Here, select whether you want to transfer all or partial assets and specify any special instructions regarding liquidation.
- Complete the Direct Rollover Instructions by confirming with your current Plan Administrator about any additional documentation needed for processing.
- Fill in your Bank of America Plan/Account preferences, ensuring you select the correct type of plan for fund deposits.
- Finally, review and sign the Customer's Acceptance section to confirm your understanding of terms and conditions before submitting your form.
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See more trustee transfer form versions
We've got more versions of the trustee transfer form form. Select the right trustee transfer form version from the list and start editing it straight away!
| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2017 | 4.8 Satisfied (90 Votes) |
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