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  • Internal IRA Transfer 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) be transffered between two like IRAs at Solera National Bank. 

    Please be advised, Solera National Bank is unable to report any checking account transactions to the IRS on tax forms 1099-R and 5498. If funds are moved in your online portal between the IRA Trust/LLC accounts, the transfer will not be reported by Solera National Bank. You may be required to submit additional paperwork to your tax advisor for reporting purposes.

    Version 1.0 04012025

  • Personal Information

    Please enter your personal information.
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  • Releasing IRA Account Information

    The releasing IRA account is the account that is currently holding the assets (cash and/or in-kind) that will be transferred.

  • Please   *   the releasing IRA accounts after the transfer is complete.

  • Receiving IRA Account Information

    The receiving IRA account is the account that will receive the assets (cash and/or in-kind) that will be transferred.

  • Internal IRA Transfer Details

  • By continuing, you are requesting Solera National Bank to internally transfer the following assets (cash and/or in-kind) from the 'Releasing IRA Account' to the 'Receving IRA Account'. 

  • In-Kind Asset Details

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  • Acknowledgement & Signature

  •   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 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.

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