Incoming IRA Transfer Request Form

Important IRA Transfer Information:

According to IRS regulations, IRA transfers are permitted only between IRA accounts with the same tax status - for example, Traditional IRA to Traditional IRA or Roth IRA to Roth IRA.

This form is to request assets (cash and/or in-kind) from another IRA custodian. Solera National Bank will be reaching out to the releasing IRA custodian to initiate the transfer of funds. This form will be kept in your file for when the releasing IRA custodian sends the transfer of funds to Solera National Bank.

The releasing custodian may require specific transfer requirements such as: wet signature, notary, Medallion Signature Guarantee Stamp, etc. It is best you check their transfer requirements before filling out the form. It is important to note, additional requirements are not required by Solera National Bank. If for any reason you are unable to meet the releasing IRA custodian's transfer requirements, please work with them directly for an alternative option or waiver. Solera National Bank cannot give reason why, alter, or waive these requirements on behalf of the releasing IRA custodian.

If a non-electronic version of this form is needed to meet the releasing custodian's requirements, please contact our IRA Team at iratransfers@solerabank.com.

Version 5.0 04012025 

All incoming wires are subject to an incoming wire fee of $15. We may delay your ability to withdraw funds beyond the first business day after the day of deposit.

 By signing below, I certify the information I have provided is true, correct, and complete, and the custodian may rely on what I have provided. I understand I am responsible for ensuring I am eligible to authorize this transfer, and I assume all responsibilities for any consequences as a result of my actions. I irrevocably elect to designate this deposit as a transfer. I will indemnify and hold the transferring Custodian and Solera National Bank harmless from any consequences related to executing my directions. I have been advised to seek legal and tax advice and have not been provided any such advice from Solera National Bank. By signing below, the requestor acknowledges reading, understanding, and agreeing to all of these provisions and authorizes this transfer.