Authorization To Transfer A Contribution Form
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AUTHORIZATION TO TRANSFER A CONTRIBUTION
I authorize the following transfer into my IRA/ROTH/SEP/ESA according to the information provided below.
TAXABLE ACCOUNT INFORMATION (Account Cash is Transferring From)
Account Title
Account Number
IRA ACCOUNT INFORMATION (Account Cash is Transferring Into)
Account Title
Account Number
CASH TRANSFER INFORMATION
Amount of Transfer: $
Previous Year
Current Year
Tax Year of Contribution:
Traditional IRA
Roth IRA
SEP IRA
ESA
Type of IRA:
*For SEP Contributions Only
Employee
Employer
Type of Contribution:
X
X
Account Holder's Signature
Date
Account Holder's Signature
Date
Signature Page
ID
Signature Verification via
Application
Associate Initials
*SF2037*
SF2037/11-15
Scottrade, Inc. - Member
FINRA
and
SIPC
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Parent category: Business