Step 1

Read the Fund’s Prospectus

The prospectus includes important information on a fund including management fees and expenses, and financial reports present aspects of a fund’s operations, financial condition and performance during the period.  Read it carefully before investing.

Step 2

Complete the Transfer Form

If you are transferring your  IRA to a Sit Traditional IRA, Roth IRA or SEP IRA, please complete the IRA Transfer/Direct Rollover Form 

If you are transferring your IRA to a Sit SIMPLE IRA, complete the SIMPLE IRA Transfer Form.

Step 3

Mail Completed Transfer Form

Mail the completed transfer form via U.S. Mail or other delivery methods.

Notes

A Medallion Signature Guarantee may be required to transfer your other IRAs to your Sit IRA.