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IRA Change of Account Information Form
Description of Form
Complete a Sit IRA Change of Account Information Form to request changes to the registration or beneficiary designation on an existing IRA account (Traditional, Roth, Rollover or SEP).
Who Uses This Form?
- Change your name or address on your IRA account.
- Add or change beneficiaries on your IRA account.
- Add or change automatic investments/exchanges on your IRA account.
- Change bank information on your IRA account.
Other Information
A Medallion Signature Guarantee is required for changing banks or for a name change on your IRA account.
Note: This form is to only be used by IRA shareholders. To change information on a non-IRA account, please use the Change of Account Information form.
Sit IRA Change of Account Information Form