Select one below. I am transferring a decedent’s existing Pacific Funds IRA account to an Inherited IRA. I have completed the IRA Inheritance Request Form and have included it with this application. I am requesting a trustee-to-trustee transfer of assets from an existing Inherited IRA held at another insitituion. I have completed the enclosed I am establishing an inherited IRA to accept a non-spouse beneficiary direct rollover from a 403(b) or qualified plan.
Appears in 2 contracts
Sources: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement