TRANSFER AN IRA
If you would like to move an existing IRA to an IRA at Wachovia, a direct transfer is usually the easiest way. You simply fill out an account transfer form—no initial deposit required—and we’ll do the rest.
Advantages of a Direct Transfer
- Simplicity—you instruct Wachovia to transfer the funds directly from your current IRA custodian; you don’t have to handle the money or report the transaction on your taxes.
- Choices—you receive the full range of investment choices Wachovia Securities provides, including stocks, bonds, and mutual funds from some of the most well known fund families such as Fidelity, Vanguard, T.Rowe Price, and Evergreen.
- Flexibility—you can transfer all the funds in your IRA or only a portion, as many times as you like.
- Consolidation—consolidating all your IRA assets with Wachovia can help make recordkeeping easier, and allows you to better track the progress of your retirement plan.
To authorize a direct transfer, simply complete, print, and mail the appropriate form below:
Mutual funds are sold by prospectus. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
Evergreen Investment Management Company, LLC is a subsidiary of Wachovia Corporation and a separate affiliate of Wachovia Securities.
Email This Page
Printer Friendly Version
