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
Stock #80026
2325 (Doc Code 25)
(Rev. 6/2013)
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
Phone Number
Contact Person at Financial Organization
IDENTIFYING INFORMATION
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 _____________________________________________ .
Date (MM/DD/YYYY)
2. The entire amount in my account 2. Immediately.
and close my account.
3. At maturity of the investment.
X
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)
X
11379
KINECTA FEDERAL CREDIT UNION
1440 ROSECRANS AVE
MANHATTAN BEACH
CA
90266
(800) 854-9846
MEMBER SERVICE SUPPORT
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