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I have a transfer request to transfer from a TD Bank Simple IRA to a brokerage Traditional IRA account do you require the original TOA form or will you take a copy?
December 29, 2015 09:19:33 AM
In reply to Rita, Cleveland
Thanks for stopping by TD Helps today, Rita.
To best assist you, we ask that you contact us directly in regards to your concerns. You can contact our IRA Department by dialing 800-231-8193. They are available Monday-Friday 8:00am-6:00pm and Saturday 9:00am-1:30pm. You may also visit a TD Store during lobby hours for help. For Store hours and locations near you please visit http://bit.ly/TDStores.
Please know that we would like to assist you directly however TD Helps is considered a public forum and we do not have access to your account/personal information to be able to discuss the specifics of your concerns.
We appreciate your visit, Rita and take care.
Alara B, Mount Laurel
December 29, 2015 09:20:57 AM