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December 24, 2014 02:45:06 PM
In reply to Robert, Toronto
Hi Robert, thanks for stopping by TD Helps with your question. We'd be happy to help.
If you have a Social Security number and the funds in your 401K are in US Dollars, we are happy to inform you that you would be able to open an IRA with TD Bank here in the US. We invite you to check out http://bit.ly/1u2of1Y for more details about the IRAs including Savings and Term Deposit IRAs which are offered through TD Bank, including savings and term deposit IRAs. Additionally, please click http://bit.ly/1j4SCQq for a list of our Frequently Asked IRA Questions.
Once you have decided on the best account for your needs, to open the IRA account, we ask that you visit a TD Store and please be sure to bring with you your photo ID, social security number, and the paperwork for your 401K including the balance and the account number. Since you are looking to transfer from a 401K, we would file a direct roll-over document with your signature at that time.
If the funds in your 401K are in the form of Canadian Dollars, we do apologize for inconvenience however we would not be able to transfer those funds to a US IRA account.
If you have any further questions, please feel free to call our IRA Department at 800-231-8193, Option 4. They're available Monday through Friday, 8:00 am - 6:00 pm EST, and Saturdays, 9:00 am - 1:30 pm EST.
Additionally, you mentioned you were a Canadian citizen; we would like to inform you that you’ve reached TD Bank here in the US. If you meant to connect with friends from up North, we are happy to help get you there. We invite you to check out: http://bit.ly/1wG96DK for more details regarding your inquiry. Our friend, Sabina from TD Canada Trust, answered a question which we believe could help. If this does not answer your question, feel free to submit your own inquiry on their page here: http://bit.ly/1qHQQns.
We hope this helps Robert. Please let us know if you have any other questions.
Yen D, Mount Laurel
December 24, 2014 02:55:53 PM