There are three ways to do this and we can help you with these processes.
IRA to IRA Rollover—Whether you have a Traditional or Roth IRA, you can withdraw your IRA funds from another financial institution and bring them to Golden 1 as a rollover contribution. Learn more »
Step 1: Withdraw your IRA funds from your current financial institution.
Step 2: Decide which IRA investment you want. Golden 1 offers IRA certificate or IRA savings investments for you to choose from. See what's available »
Step 3: Deposit the funds at any Golden 1 branch or by mail into the Golden 1 IRA you've chosen within 60 days.
You may also complete these forms at any Golden 1 branch.
IRA Transfer—Let Golden 1 handle the transfer of your IRA funds from another financial institution into a Golden 1 IRA. Learn more »
Step 1: Visit any Golden 1 branch or call our Member Service Contact Center at 1-877-GOLDEN 1 (1-877-465-3361) to have the forms mailed to you.
Step 3: Golden 1 will submit a transfer request to your current financial institution.
Step 4: Once the funds are received we will mail you confirmation of the deposit.
Employer Retirement Plan to IRA Rollover—If you have retirement plan funds with a previous employer, roll those funds into a Golden 1 Traditional IRA. Learn more »
Step 1: Complete your plan's retirement distribution form—Call your previous employer's retirement plan administrator to obtain and complete a distribution form. Tell them that you are directly rolling your plan assets to a Golden 1 IRA. For assistance with completing this form, call Golden 1 at 1-877-GOLDEN 1 (1-877-465-3361). Once completed, submit the distribution form to the company that manages your qualified plan account (the plan administrator).
Step 2: Decide which IRA investment you want—Golden 1 offers IRA certificate or IRA savings investments for you to choose from. See what's available »
Step 3: Complete forms with Golden 1
Step 4: Depositing the Funds
Consult your tax advisor to determine which IRA products may be best suited for you. Golden 1 does not provide tax advice. Traditional and Roth IRA accounts are insured separately from other accounts. A member’s Roth IRA and Traditional IRA will be added together and insured to the aggregate maximum of $250,000.
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