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I would like to transfer my current IRA to a different provider. Can I download the form from your website
Michael, Hackensack NJ
March 18, 2015 05:58:26 PM
1 person recommended this |
In reply to Michael, Hackensack NJ
Hey Michael, thanks for making a stop at TD Helps. We're sorry to hear that you're interested in leaving TD, but we'd be happy to provide you with this information.
We'd like to take a moment just to remind you that we are very committed to the satisfaction of our Customers and if there's anything that we could do to change your mind, please let us know.
With that being said, 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 helps. Have a good one.
Megan K, Mount Laurel
March 18, 2015 05:59:20 PM
2 people recommended this