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Click ‘Get Form’ to open it in the editor.
Begin by filling in the 'Current IRA or QRP Fiduciary' section with the name and account number of your current institution. Ensure accuracy to avoid delays.
In the 'Mailing Address' field, provide the complete address of your current fiduciary. This is crucial for proper communication regarding your transfer.
Indicate the amount you wish to transfer in the 'Amount and Timing of Transfer' section. You can choose to transfer a specific amount or the entire balance.
Select how you want this transfer executed by checking one of the options under 'Make this transfer'. Options include immediate transfer or at maturity.
Complete the 'Identifying Information' section with your name, Social Security Number, and credit union details. This ensures that all parties are correctly identified.
Finally, sign and date both the Credit Union’s Signature and IRA Owner’s Signature sections to authorize the transaction.

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