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IN U.M. Loan & Savings Ministry, Inc. Transfers and Rollovers |
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Existing IRA Investments • Your IRA investments through another trustee or custodian can be transferred or rolled over to a new IRA trustee or custodian. You can transfer assets from an existing Traditional IRA to a new Traditional IRA or from an existing Roth IRA to a new Roth IRA. You could even convert the Traditional IRA to a Roth IRA after the transfer. • In order to transfer from an existing account to a new account with the Loan Fund you will need to complete either a Traditional IRA Transfer Request form or a Roth IRA Transfer Request form Existing Employer Sponsored Qualified Retirement Plans • You may transfer funds from other retirement programs into an IRA upon separation from service from your employer. • If you want to transfer funds from an employer sponsored plan to an IRA with the Loan Fund, call us for the appropriate forms. We will handle all the paperwork to have the funds transferred directly from your current trustee to your new IRA account. |
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