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I need to send a transfer form to your IRA department. I would like a physical address. The statement I have lists IRA Department P.O. Box 5095 Mount Laurel, NJ 08054
February 4, 2016 11:56:51 AM
In reply to Juanita, atlanta
Welcome to TD Helps, Juanita. We'd be glad to confirm this address for you.
If you would like to transfer your IRA out of TD Bank, you will actually need to connect with the Financial Institution you are looking to transfer your IRA into. They will likely have a formal process for you to do this and they should provide you with a 'Transfer Request' form. Once the form has been filled out by you and that Financial Institution, it can then be mailed to us to complete at the following address:
TD Bank, NA
ATTN IRA Department
151 Corley Mills Road
Lexington, SC 29072
Or, it can be faxed to our IRA Team at 803-996-7334. Please send it ATTN TO: IRA Department
We're here to answer any further questions you have about our IRAs. Feel free to call our IRA Department at 800-231-8193, Option 4 available Monday through Friday, 8:00 am - 6:00 pm EST, and Saturdays, 9:00 am - 1:30 pm EST.
We hope this covers everything, Juanita and have a good day.
Megan K, Mount Laurel
February 4, 2016 11:57:04 AM