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 Application and Transfer Form

Both an application and a transfer form are required to transfer an IRA from a different financial institution to Sit Mutual Funds, if you don’t already have a Sit IRA.

For Traditional, Roth & SEP IRAs, use the IRA Application.  To set up a SIMPLE IRA, use the SIMPLE IRA Application.

The Transfer Form also comes in two different versions.  The IRA Transfer/Direct Rollover Form is for use with Traditional, Roth & SEP IRAs.  For SIMPLE IRAs, use the SIMPLE IRA Transfer Form.

Step 3

Mail Completed Application and Transfer Form

Mail a signed account application and 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.

Your former employer may require you to complete their distribution form prior to a transfer. Please contact the employer first.