TO: _________________________________________________________________ _____________________________________________________________________
Current IRA or QRP Fiduciary Account Number at Current Institution
Mailing Address of Current IRA or QRP Fiduciary
Please liquidate and transfer the amount indicated below from the IRA or qualiﬁed retirement plan (QRP) you are maintaining on my behalf to the
IRA I have established at my ﬁnancial organization (named in the Identifying Information section of this form). Distribute the post-70½ required
minimum distribution (RMD) or death beneﬁt RMD for the current year (if any) prior to making the transfer. Make the check for the direct transfer
payable as follows: Name of Financial Organization, F/B/O IRA Owner’s Name. Note on the check that it is for deposit to account number
______________________________ at the ﬁnancial organization. Attach the check to a copy of this form and send it to the ﬁnancial
organization at the address provided below. My ﬁnancial organization can only accept a check to implement this transfer, so please don’t
send it in any other form.
Source of Transfer into Traditional IRA Source of Transfer into Roth IRA
Traditional IRA* Roth IRA*
Traditional qualiﬁed retirement plan (QRP)* Traditional IRA
Designated Roth account of a QRP*
Traditional qualiﬁed retirement plan (QRP)*
*Check if Applicable
I am the beneﬁciary of the distributing IRA or QRP. The receiving IRA is subject to the death beneﬁt RMD rules, and the original owner
or participant was: _________________________________________________________________________________________________
IRA DIRECT TRANSFER
INSTRUCTIONS (FORM 2325)
Please Print or Type
© 2013 Ascensus, Inc., Middleton, WI
2325 (Doc Code 25)
IRA OWNER’S SIGNATURE
I have established an IRA with the ﬁnancial organization named above. I authorize the current ﬁduciary of my IRA or QRP to liquidate the
above described portion of my interest in the plan and send the proceeds to my ﬁnancial organization as directed on this form. (The IRA
owner should check with the IRA or QRP ﬁduciary that currently has the funds to determine whether a signature guarantee is required.)
IRA Owner’s Signature Date (MM/DD/YYYY)
IRA Owner’s Name (First, Initial, Last)
Social Security Number IRA Sufﬁx
CID# (Organization will complete.)
Financial Organization Name
Financial Organization Mailing Address
City, State, ZIP
Contact Person at Financial Organization
AMOUNT AND TIMING OF TRANSFER
Liquidate the current investment and transfer the proceeds as follows. Check one box in each column.
Amount to transfer: Make this transfer:
1. $_________________________ 1. On _____________________________________________ .
2. The entire amount in my account 2. Immediately.
and close my account.
3. At maturity of the investment.
FINANCIAL ORGANIZATION’S SIGNATURE
The ﬁnancial organization named above agrees to act as successor trustee or custodian and accept the transfer described above for
deposit to the IRA established on behalf of the IRA owner named above.
Organization Representative’s Signature Date (MM/DD/YYYY)
KINECTA FEDERAL CREDIT UNION