Interactive brokers ira rollover form 2026

1. Click ‘Get Form’ to open the interactive brokers IRA rollover form in our platform.
2. Begin by filling out Section #1, 'IRA Account Information.' Enter your Interactive Brokers account details and the information of the resigning Trustee/Custodian.
3. In Section #2, 'Transfer Instructions,' choose whether to transfer all available funds or a specific amount. If liquidating assets, check the appropriate box and provide asset details.
4. Read Section #3, 'Note to IRA Owner,' carefully to understand your responsibilities regarding Required Minimum Distributions (RMD).
5. In Section #4, check the box for 'IRA Rollover Certification' to confirm your understanding of the rollover process.
6. Complete Section #5 by printing and signing your name along with the current date to authorize the transfer.
7. If required, obtain a notary signature in Section #6. For optional Medallion Signature Guarantee, consult your resigning custodian as outlined in Section #7.
8. Fill out Section #9 with delivery instructions for sending funds to Interactive Brokers LLC.

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