EverBank Roth IRA Transfer Request Instructions

EverBank Roth IRA Transfer Request

Submission instructions

Upload this form and any additional documentation so that we can move forward in the quickest and most secure way

Simply log in to your account at everbank.com and

• From the Statements & Documents tab, select Upload documents
• Select the Files you would like to upload
• Select the Folder to upload files to and follow the directions.

TRANSFER REQUEST

PART 1. RECIPIENT

ACCEPTING ACCOUNT TYPE (Select one)

• Roth IRA
• Inherited Roth IRA

PART 2. ACCEPTING ROTH IRA TRUSTEE OR CUSTODIAN

To be completed by the Roth IRA trustee or custodian receiving the assets.

ART 3. RELATIONSHIP OF RECIPIENT TO CURRENT ROTH IRA OWNER

RELATIONSHIP TYPE (Select one)

• I am the current Roth IRA owner.
• I am the former spouse of the current Roth IRA owner.
• I am the spouse beneficiary of the original Roth IRA owner transferring assets to my own Roth IRA.
• I am the beneficiary of the original Roth IRA owner transferring assets to an inherited Roth IRA.

PART 4. CURRENT ROTH IRA OWNER

PART 5. CURRENT ROTH IRA TRUSTEE OR CUSTODIAN

PART 6. LIFE EXPECTANCY PAYMENT INSTRUCTIONS
To be completed if the recipient is a beneficiary receiving life expectancy payments

IF YOU HAVE NOT YET TAKEN YOUR REQUIRED PAYMENT FOR THIS YEAR, COMPLETE THE FOLLOWING. (Select one) Distribute my life expectancy payment to me before transferring the Roth IRA assets. Retain my life expectancy payment amount. I understand that I am responsible for satisfying my life expectancy payment. Include the amount that represents my life expectancy payment in the transfer. I understand that I am responsible for satisfying my life expectancy payment.

PART 7. TRANSFER INSTRUCTIONS

MAKE PAYABLE TO
(If the accepting IRA type is an inherited Roth IRA, the Name of Recipient must identify both the recipient and the original Roth IRA owner.)

ASSET HANDLING
(Investments identified below will be liquidated immediately unless otherwise specified in the Special Instructions section.)

PART 8. SIGNATURES

I authorize the transfer of these Roth IRA assets and certify that all information provided by me is true and accurate. I understand that I am responsible for determining that this Roth IRA transfer qualifies under the rules that apply to such transfers and agree to comply with those rules. I assume responsibility for any consequences that may result from this transfer and I agree that the trustee or custodian is not responsible for any consequences that may arise from executing this transfer request. The trustee or custodian signing below agrees to accept the assets being transferred.

References

• Banking, Investing & Commercial Financing | EverBank

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