Transcription of IRA Rollover Request Form - Capital One
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IRA Rollover Request Form - Capital One
Request FOR A TRANSFEROR DIRECT ROLLOVERThis form is being used to complete a:Traditional IRA transfer to a Capital One 360 Traditional IRA Roth IRA transfer to a Capital One 360 Roth IRA Simple IRA transfer to a Capital One 360 Traditional IRAE mployer Plan [401(k), 403(b) or other]direct Rollover to a Capital One 360 Traditional IRA Employer Plan[401(k), 403(b) or other]direct Rollover to a Capital One 360 Roth IRA Note:P lease consult a tax professional to your eligibility for a direct Rollover ofyour Employer Name and NAMELAST NAMEADDRESSADDRESSCITYSTATEZIPS ocial Security NumberDate of BirthDaytime PhoneCapital One 360 IRA Savings Account NumberWho is presently holding your account?
Simple IRA transfer to a Capital One 360 Traditional IRA. Employer Plan [401(k), 403(b) or other]direct rollover to a Capital One 360 Traditional IRA Employer Plan [401(k), 403(b) or other] direct rollover to a Capital One 360 Roth IRA . Note: Please consult a tax professional to your eligibility for a direct rollover of your Employer Plan.
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