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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.

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Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia and Wachovia Securities are not legal or tax advisors. Be sure to consult with your own tax and legal advirosr before taking any action that may have tax consequences. Withdrawals from and IRA made prior to age 59 ½ may be subject to an 10% IRS penalty in addition to ordinary income taxes.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

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