Ira Rollover Authorization Form

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IRA Rollover Authorization
Required for indirect rollovers only.
Make checks payable to Scottrade.
Account Number
Name
Check Number
Check Amount
Total
Due to the important tax consequences of rolling over funds or property to an IRA, I am aware that I should consult a tax professional. I understand the
rollover rules and I am eligible to conduct this transaction. No part of this rollover contains required minimum distribution amounts. I assume full
responsibility for this rollover transaction and will not hold Scottrade, Inc. or its employees liable for any adverse consequences that may result. I hereby
irrevocably designate this contribution as a rollover contribution.
*SF2000*
X
Date
Signature of Account Holder
SF2000/3-15

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