![]() I request you to liquidate all assets in my above referenced Qualified Retirement Plan, and process a direct rollover. You will be responsible for any early withdrawal fees or transfer fees charged by your current Plan. Direct Rollover Instructions to Bank of America, as Successor CustodianĪsk your current Plan Administrator whether any additional documentation will be required to complete the transfer. Medallion Signature Guarante e stamp is also required for transfer under section 6.įor a transfer from a Brokerage IRA, I request you to transfer the following:Ĥ. Assets must be liquidated at c urrent firm prior to submitting this form. Transfer Instructions to Bank of America, as Successor Custodian ( Check all that apply)įor a transfer from a Bank IRA or CESA, I request you to liquidate the above referenced IRA or CESA and transfer the cash as follows:īrokerage IRA: Brokerage account assets cannot be transferred in kind. pension, profit sharing, 401k, Roth 401k)ģ. Qualified Retirement Plan - &RPSOHWHVHFWLRQVDQG IRA Plan (check one) - &RPSOHWHVHFWLRQVDQGįor Beneficiary IRAs, complete the following required informationĬoverdell Education Savings Account - &RPSOHWHVHFWLRQVDQG Existing Institution Information (Use a separate Form for each request.) Name of Institution/Employer Have you or any of your immediate family ever been elected, appointed or assumed any political position in a National, State or Provincial government? (Y/N) If yes, describe the position:Ģ. For a Coverdell Education Savings Account (CESA) use the Contributor’s information.)ĭate of Birth _ Customer Information (Required: Complete all sections in blue or black ink. Landlord (Tenant) Recommendation Letterġ.Please reach out to us if you need further assistance. Visit our overview page for more information on wire transfers. International wires may take 3–5 business days to arrive and be deposited to your account. The following account types are charged a $15 fee for incoming wire transfers:Īll other account types are not charged a fee.ĭomestic transfers will be deposited and made available the same business day if received by 5 p.m. Please call for help with your routing number.įees for receiving a wire transfer vary by account type. If you’re not enrolled in digital banking, your account number can be found at the top of your paper statement. These can be found under “View Details” in the app or on the web.Your Capital One account and routing numbers.Capital One’s address: 1680 Capital One Drive McLean, VA 22102-3491.Capital One’s swift code (IBAN): HIBKUS44.You may need to provide the sending bank the following information: The wire transfers process for small business and commercial accounts may differ. Keep in mind, these steps apply to personal bank accounts. They’ll also be your point of contact for any questions or issues you may have. When you’re receiving a wire transfer, the sending bank will be fully responsible for initiating the transfer. If it’s requested after this time, it will be delivered the next business day. The money will be delivered the same day, if requested by 2 p.m ET. When the money will get to your recipient Intermediary bank wire routing number (ABA)įor more information regarding sending eligibility, please visit our support page.Title company bank’s wire routing number (ABA).You will need your mobile phone in order to authenticate. The wire transfer process for small business and commercial accounts may differ.īelow you can find the information you will need to send a wire transfer online. Keep in mind that these steps apply to personal bank accounts. ![]() See our support page for more information on requirements for wire transfers. There is a $30 sender fee for all online wire transfers. Wire transfers allow you to send large amounts of money quickly and securely.
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