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Irs form 2325 2002-2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling in the 'Current IRA Trustee or Custodian' section with the name and account number of your current institution.
- Select the type of transfer you are requesting: Traditional IRA to Traditional IRA, Traditional IRA to Roth IRA, Roth IRA to Roth IRA, or Qualified Retirement Plan to Traditional IRA. Ensure you understand any implications of your choice.
- In the 'Identifying Information' section, provide your credit union's name, your full name, Social Security Number, mailing address, and phone number.
- Specify the amount you wish to transfer and choose a date for this transfer. You can also indicate if you want to close your account after transferring the entire amount.
- Sign and date the form at the bottom as the IRA owner. Ensure all information is accurate before submission.
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