#302 Traditional and SIMPLE IRA Transfer Request T S

$0.75

Quantity	Nonimprint	Imprinted
1-49	$0.75	N/A
50-99	$0.68	$0.95
100-249	$0.65	$0.83
250-499	$0.53	$0.64
500-999	$0.44	$0.54
1,000-2,499	$0.32	$0.37
2,500-4,999	$0.29	$0.34
5,000-9,999	$0.26	$0.31
10,000	$0.25	$0.30
NOTE: Forms are available to be purchased individually, and there are no minimum quantity requirements.
Imprinting includes up to four lines of type – black ink.
Additional quantities are available at a reduced fee.

Description

Gathers information about the current IRA and financial organization
Provides for the recipient’s authorization and instruction
Informs current financial organization that the recipient has established and IRA to receive the assets
Address required minimum distribution (RMD) or life expectancy payment concerns