Rollover Certification Form

Use this form when rolling over funds/assets from an Employer Sponsored Plan to notify us of arriving funds and/or assets.

All data is PGP encrypted. Data collection exceeds compliance standards for HIPAA, GDPR, and PCI.

Instructions:

You MUST contact your current custodian to initiate the process.
 
If you've taken a distribution from a retirement plan and are rolling over funds and/or assets to IRAR, you must do this within 60 days of the initial distribution date.
 
You can make only one rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of the number of IRAs you own. See IRS Rule

Chat With a SDIRA Expert

Start Chat

Fee & Processing

Processing fee: $0
Incoming wire fee: $30
Check fee: $0

IRAR processing time:
1-2 days

Fee Schedule PDF

Self-Help Article

How to properly rollover to a self-directed IRA

Learn More