IRA incoming rollovers and transfers

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.

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
  
  

Step 2:

Mail the form and check to Capital Group.
 

Notes: To avoid tax penalties, the money must be reinvested into your IRA within 60 days of you receiving the money from your employer or prior IRA.

You are allowed only one indirect rollover from an IRA to another (or same) IRA in a 12-month period.