Transfer Funds to New Custodian

Your current IRA or retirement plan Custodian will assist you (sometimes reluctantly) in transferring fund to your new Custodian.

The transfer/roll over process can not begin until an account is established at the Custodian of your choice. Once the account is established, all that is required is a completed transfer form with an original signature. After the form has been received by the Custodian, it will be signed and delivered to the transferring custodian. Self Directed IRA LLC will provide complete instructions and assistance on how to transfer or roll over an existing IRA to a self directed IRA account.

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The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel.In the instance where we provide links to other sites you should assume that we will receive compensation if you purchase through the link or it is to an affiliated compan

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