Review considerations for and get answers to common questions about rolling over or transferring money into a Capital Bank and Trust Company (CB&T) IRA at Capital Group, including the difference between a rollover and a transfer.
To roll over or transfer an IRA, 401(k) or other employer-sponsored retirement account into your IRA, refer to the following steps, based on the type of money movement:
Follow these steps to move your IRA from another custodian to your IRA at Capital Group.
Step 1:
Contact the custodian currently holding the money to confirm their requirements to transfer the funds.
Step 2: Complete the Request for Transfer of Assets or Direct Rollover and include:
Your account number at the current custodian
Your CB&T IRA account number
Investment instructions to use once the money is received
Step 3: Mail the completed form to Capital Group.
Note: If the transfer request is made directly to the resigning custodian, Capital Group must be provided investment instructions for the check that will be received.
Follow these steps to move your employer-sponsored retirement account or qualified plan to your IRA at Capital Group.
Step 1:
Contact the resigning custodian or employer for their requirements to roll over the funds.
Step 2:
Complete the Request for Transfer of Assets or Direct Rollover and include:
Your account number at the current custodian
Your CB&T IRA account number
Investment instructions to use once the money is received
Step 3:
Mail the completed form to Capital Group.
Note: If the rollover request is made directly to the resigning custodian, Capital Group must be provided investment instructions for the check that will be received.
Indirect rollover from another retirement account or IRA
Follow these steps to move your retirement account, qualified plan or IRA to your IRA at Capital Group when the resigning custodian sends the check directly to you.
Step 1:
Complete the Indirect Rollover Request and include:
Your CB&T IRA account number
Investment instructions to use once the money is received
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
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