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Sit SIMPLE IRA Transfer Form
Description of Form
Use this form to transfer another SIMPLE IRA into your Sit SIMPLE IRA.
SIMPLE IRA Participants Use This Form To:
- Transfer an existing SIMPLE IRA into a new Sit SIMPLE IRA (must include a SIMPLE IRA application)
- Consolidate SIMPLE IRAs into an existing Sit SIMPLE IRA
Other Information
The custodian for your existing SIMPLE IRA may require a Medallion Signature Guarantee before allowing the transfer; check with them first.
Sit SIMPLE IRA Transfer Form