Get ally traditional ira transfer request 2012-2024

Make Check Payable To Ally Bank Name of Receiving IRA Custodian Cash Proceeds Only other Custodian For the benefit of Name of IRA Owner Transfer Method Mail check to Ally Bank Retirement Services PO Box 13625 Philadelphia PA 19101-9811 Wire funds to 124003116 Routing Number of Receiving IRA Custodian Transferee Account Number Mailing address above may also be used for wire transfer documentation Please include this account number with remittance. NOTE Please return one copy of this form to the receiving IRA Custodian. Signatures I certify that to the best of my knowledge the information provided on this form is true and correct and may be relied upon by the Custodian. The Custodian has not provided me with any legal or tax advice and I assume full responsibility for this transaction. I will not hold the Custodian liable for any adverse consequences that may result from this transaction. X Signature of IRA Plan Owner Date Signature of Custodian Transfers may require a Signature Guarantee Please contact the current Custodian to see if one is needed. Ally Bank Version 1. TRADITIONAL IRA TRANSFER REQUEST Please review all information below and complete the fields below as applicable. If you have any questions regarding the information on this form please contact one of our Customer Care Associates at 877-247-ALLY 2559. Present IRA Custodian Acceptance By the authorized signature below the successor receiving IRA Trustee/ Custodian agrees to accept the transferred assets and to deposit them into an IRS approved IRA. Name Address City/State/Zip IRA Owner Information Social Security Number Home Phone Number Date of Birth Daytime Phone Number Ally IRA Account Number Transfer Authorization to Present IRA Custodian Please transfer the following Traditional SEP Simple IRA assets The entire balance of Account Only the balance in these account s Only this specific dollar amount From Account Other specify immediately at maturity date of I understand that penalties for early withdrawal may apply. Make Check Payable To Ally Bank Name of Receiving IRA Custodian Cash Proceeds Only other Custodian For the benefit of Name of IRA Owner Transfer Method Mail check to Ally Bank Retirement Services PO Box 13625 Philadelphia PA 19101-9811 Wire funds to 124003116 Routing Number of Receiving IRA Custodian Transferee Account Number Mailing address above may also be used for wire transfer documentation Please include this account number with remittance. NOTE Please return one copy of this form to the receiving IRA Custodian* Signatures I certify that to the best of my knowledge the information provided on this form is true and correct and may be relied upon by the Custodian* The Custodian has not provided me with any legal or tax advice and I assume full responsibility for this transaction* I will not hold the Custodian liable for any adverse consequences that may result from this transaction* X Signature of IRA Plan Owner Date Signature of Custodian Transfers may require a Signature Guarantee Please contact the current Custodian to see if one is needed* Ally Bank Version 1. .