How can I expedite the transfer process?

Here are some things you can do to speed up the process:

1. 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.
2. Select “Wire” instead of “Check”. This will speed up the process significantly as you will avoid delivery and check clearing time.
3. 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.
4. Contact your current IRA custodian to liquidate your account so that there is sufficient cash to accommodate the transfer request (if applicable).