It’s easy to move your SIMPLE IRA to Sit Mutual Funds. Just complete the SIMPLE IRA Transfer Form and return it to us. We’ll take it from there. If you do not have an SIMPLE IRA with Sit Mutual Funds, you may transfer your SIMPLE IRA by opening a new Sit SIMPLE IRA account.  When opening a new Sit SIMPLE IRA, be sure to complete and return the SIMPLE IRA Application, too.  Mail the forms, and after we receive and invest your funds, we will mail you a confirmation.

Review the IRA and Retirement Plan Rollover Chart for help determining what kind of accounts can be transferred.  For any questions about the transfer process or how to complete the forms, please contact Steve Benjamin at 612-359-2554 or 800-332-5580.