How can I expedite the transfer process?
Here are some things you can do to speed up the process:
- Provide a clear copy of the Transfer Authorization form with all required fields completed. Please do not submit a picture of the form as your outgoing custodian may reject it.
- Select “Wire” instead of “Check”. This will speed up the process significantly as you will avoid delivery and check clearing time.
- Select Expedited Processing. Your transfer request will be sent to your current IRA custodian within 2 business days instead of the standard 4 business days.
- Contact your current IRA custodian to liquidate your account so that there is sufficient cash to accommodate the transfer request (if applicable).