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Access No.
Name: First MI Last Suffix
Address: Street City State Zip Code
Social Security No. (SSN) Date of Birth (MM/DD/YY) Daytime Phone No.
Name of Current Custodian (other financial institution): Custodian’s Telephone No. Custodian’s Fax No.
Custodian’s Address: Street City State Zip Code
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IRA Account number at current custodian:
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□ $ ________________________
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Please provide Navy Federal with the Fair Market Value of the transferring IRA as of Dec. 31 of the prior year: $ ____________________________
Name of Distributing Plan: Distributing Plan’s Telephone No. Distributing Plan’s Fax No.
Distributing Plan’s Address: Street City State Zip Code
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Account Number of Distributing Plan: Name of Employer:
□ □ $ _______________ □ *
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*Penalties or fees may apply.
Additional Information on Reverse
This document contains both information and form fields. To read information, use the Down Arrow from a form field.
© 2020 Navy Federal NFCU 624 (2-20)
Navy Federal
®
IRA Transfer or Direct Rollover
Fax Number: (703) 206-4250 Toll-Free Number: (888) 842-6328
Mail:
P.O. Box 3001, Merrield, VA 22119-3001
Instructions: Use this form to request an IRA Transfer from another nancial institution or a Direct Rollover from an Employer’s Plan to
an IRA with Navy Federal Credit Union. Please be advised that the entire process normally takes two to six weeks to complete. This time
frame is contingent on the processing time of your current custodian or distributing plan.
Complete the appropriate Sections and return the form to Navy Federal for the processing of your request.
IRA Transfer: Complete Sections A, B, C, E, F, and G Direct Rollover: Complete Sections A, D, E, F, and G
A. Member Information
B. IRA Transfer Request
(IRA funds from another nancial institution)
Current Custodian’s Information:
Asset Liquidation Instructions:
Transfer from the following type of plan:
Traditional IRA Roth IRA SEP IRA
Liquidate: Entire Account
Partial Amount:
Transfer: Immediately
At Maturity:
This IRA transfer:
will close the Account(s) will not close the Account(s)
C. Required Minimum Distribution (RMD) 70½ (date of birth on or before 6/30/1949), 72 (date of birth on or after 7/1/1949) or older
AND transferring a Traditional or SEP Plan
Please distribute my Required Minimum Distribution prior to transferring my Traditional or SEP account to Navy Federal.
Please transfer my Traditional or SEP account, including my Required Minimum Distribution.
D. Direct Rollover Request (funds from an Employer’s Plan)
Distributing Plan’s Information:
Asset Liquidation Instructions:
Direct Rollover request from the following type of plan:
401(k) 403(b) 457(b) Other:
Liquidate: Entire Account Partial Amount:
If 70½ (date of birth on or before 6/30/1949), 72 (date of birth on
or after 7/1/1949) or older, RMD cannot be part of the rollover.
Rollover: Immediately
At Maturity:
This Plan Rollover:
will close the Account(s) will not close the Account(s)
