Jacob funds transfer forms 2025

1. Click ‘Get Form’ to open the jacob funds transfer form in the editor.
2. Begin by filling out the Investor Information section. Enter your first name, middle initial, last name, social security number, address, city/state/zip, and both daytime and evening phone numbers.
3. In the Instructions to Current IRA Custodian or Plan Administrator section, provide details about your current custodian or plan administrator including their name, account number, contact person, street address, contact number, and city/state/zip.
4. Select how you want your assets transferred by checking either 'All Assets' or specifying an amount or percentage. Choose whether to process this request immediately or at maturity.
5. Complete the Investment Selection section by indicating which Jacob Funds you wish to invest in. If applicable, provide existing account numbers and amounts.
6. If you are over age 70½, check the appropriate box regarding required minimum distributions.
7. For conversions from a Traditional IRA to a Roth IRA, indicate your choice and understand the tax implications before signing.
8. Finally, sign and date the Signature and Certification section. Ensure that any necessary signature guarantees are included if required by your current custodian.

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