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Roth IRA Transfer of Assets Form - GuideStone

Roth IRA Transfer of Assets Form - GuideStone 2026

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The document is a Roth IRA Transfer of Assets / Direct Rollover Form from GuideStone Funds, designed for individuals to request the transfer of assets or direct rollovers from other financial institutions into their GuideStone Roth IRA. It includes sections for shareholder information, transfer instructions, and authorization for the transfer process. The form specifies that it can only be used for one transfer request per institution and outlines the necessary steps and requirements for completing the transfer.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Shareholder Information section. Enter your first name, middle initial, last name, Social Security number, birth date, and contact numbers. Ensure all fields are completed in ink.
In the Transfer / Direct Rollover Instructions section, select the contribution source. Indicate whether you are transferring from an IRA or rolling over from a designated Roth contribution plan.
Specify where you want the funds placed: into a new Roth IRA or an existing one. If allocating to specific funds, ensure each fund meets the minimum investment requirement.
Provide details about your current custodian or trustee for the transfer. Include their name, contact number, and address.
Complete the Shareholder Signature section by signing and dating the form. If required, obtain a medallion signature guarantee.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the disadvantages of rolling over an IRA?

What Are the Disadvantages of Rolling Over a 401(k) into an IRA? Some of the disadvantages of rolling over a 401(k) into an IRA include no loan options, a decrease in creditor protection, possibly higher fees, and the loss of a possible earlier withdrawal without penalty.

How do I transfer assets from one Roth IRA to another?

If you want to move your individual retirement account (IRA) balance from one provider to another, you can simply call your current provider and request a trustee-to-trustee transfer. This moves money directly from one financial institution to another, and it wont trigger taxes.

Does GuideStone offer Roth IRA?

GuideStone offers both Traditional and Roth IRAs, so you can choose the option thats right for you.

Which form reports a transfer out of an IRA?

If you converted a traditional IRA to a Roth IRA, the conversion amount will be reported as a distribution on Form 1099-R. If you were under age 59 at the time of the conversion, the distribution will be coded as a premature distribution (code 2), to which an exception from the 10% early withdrawal penalty applies.

What is the difference between direct transfer and 60-day rollover?

The 60-day rollover rule says you must reinvest money from one retirement account into another within 60 days to avoid taxes and penalties. With a direct rollover, funds are moved straight from one retirement account to another, custodian to custodian, without you ever taking possession.

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What is the difference between a rollover and a transfer on a Roth IRA?

The difference between a transfer and a rollover is that IRA transfers are used to move funds between the same account type, while rollovers are used to move funds from one type of account to another.

What happens when you transfer a Roth IRA?

The Bottom Line As long as the money goes into another Roth account and no distribution is made to you, the transfer wont be subject to taxes or penalties. Its best to do it through a direct transfer to the new custodian, so you wont risk missing the 60-day deadline.

What is the difference between rollover and transfer Vanguard?

The main difference between a rollover and an asset transfer is where the money is held before its moved to Vanguard. If youre moving money to Vanguard from: An employer-sponsored plan, such as a 401(k) or 403(b), you can initiate a rollovertypically, when you change jobs or retire.

Roth IRA Transfer of Assets Form - GuideStone 2026

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How to use or fill out Roth IRA Transfer of Assets Form - GuideStone with our platform

Complete this form in 5 minutes or less

Got questions?

What are the disadvantages of rolling over an IRA?

How do I transfer assets from one Roth IRA to another?

Does GuideStone offer Roth IRA?

Which form reports a transfer out of an IRA?

What is the difference between direct transfer and 60-day rollover?

Security and compliance

Complete this form in 5 minutes or less

People also ask

What is the difference between a rollover and a transfer on a Roth IRA?

What happens when you transfer a Roth IRA?

What is the difference between rollover and transfer Vanguard?

Related links

Try more PDF tools

Roth IRA Transfer of Assets Form - GuideStone 2026

Here's how it works

How to use or fill out Roth IRA Transfer of Assets Form - GuideStone with our platform

Complete this form in 5 minutes or less

Got questions?

What are the disadvantages of rolling over an IRA?

How do I transfer assets from one Roth IRA to another?

Does GuideStone offer Roth IRA?

Which form reports a transfer out of an IRA?

What is the difference between direct transfer and 60-day rollover?

Related Searches

Security and compliance

Related forms

Complete this form in 5 minutes or less

People also ask

What is the difference between a rollover and a transfer on a Roth IRA?

What happens when you transfer a Roth IRA?

What is the difference between rollover and transfer Vanguard?

Related links

Try more PDF tools