Transfer an IRA to Your Existing Sit IRA
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.
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.
Mail Completed Transfer Form
Mail the completed transfer form via U.S. Mail or other delivery methods.
A Medallion Signature Guarantee may be required to transfer your other IRAs to your Sit IRA.