How can we help?

  1. IRA Services Trust Company Help Center
  2. Forms for Individual Investors
  3. Funding

Letter of Acceptance Request Form

Use this form to request a Letter of Acceptance if your Plan Administrator requires one in order to facilitate a rollover from a qualified retirement plan. A Letter of Acceptance indicates IRA Services’ acceptance of asset(s) that are to be rolled over from a qualified retirement plan.

To move funds or assets from a Traditional, Roth, SEP or SIMPLE IRA, or Coverdell ESA, do NOT use this form.  Instead please complete our Transfer Authorization form.

PDF Download

Please fill out the form manually by downloading the PDF.

This is an interactive form contains fields that you can select or fill in. Please note that some browsers may not fully support all of the Adobe PDF capabilities. You may need to configure your browser to use the Adobe PDF plug-in.

After you complete the PDF form, you need to deliver the form to us by either email, fax, regular mail or overnight mail.

Email: Transfers-In@IRAServices.com
Fax: (650) 745-2907
Regular Mail: IRA Services
P.O. Box 7080, San Carlos, CA 94070-7080
Overnight Mail: IRA Services
1160 Industrial Road, Unit 1,
San Carlos, CA 94070-4128
Click here to Download Form