Common use of Type of Transfer Clause in Contracts

Type of Transfer. ROLLOVER  Transfer from Traditional IRA  Transfer from SEP IRA  Transfer from Xxxx XXX  Rollover from a Qualified Plan, SIMPLE IRA, 401(k), 403(b) or Profit Sharing Plan* *Your employer may require additional forms to process your request. Are any of these funds/assets from an Inherited Account? □ Yes □ No  Custodian specific form included. FTR will include with the Letter of Xxxxxxxxxx sent to resigning custodian. (This alerts FTR to include required additional documentation.)