Use this form to notify IRA Services of any slight discrepancies in the way your name is listed on your IRA Services account and the account from which your assets are being transferred (“Delivering Account”).
For complete name changes, such as due to marriage or divorce, complete the Name Change form in the Account Owner Information Update section and include the appropriate legal documents such as a marriage certificate or divorce decree.
Please fill out the form manually by downloading the PDF. 'Wet signature' is required for the form.
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