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Get Simple Ira Transfer Of Assets Form - Sit Mutual Funds

E Individual Retirement Account (SIMPLE IRA) assets held with another custodian to your Sit Mutual Funds SIMPLE IRA. Based on your instructions, BNY Mellon Investment Servicing Trust will initiate the transfer for you. If you are over age 70 , you are responsible for distributing any required minimum distribution amounts from your current SIMPLE IRA in advance of the transfer. Please remember the transfer of assets can only occur between SIMPLE IRA accounts. Incomplete information will result i.

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