Irs form 2325 2002-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling in the 'Current IRA Trustee or Custodian' section with the name and account number of your current institution.
3. 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.
4. In the 'Identifying Information' section, provide your credit union's name, your full name, Social Security Number, mailing address, and phone number.
5. 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.
6. Sign and date the form at the bottom as the IRA owner. Ensure all information is accurate before submission.

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