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Rydex account form instructions for an IRA partial transfer. Open pdf IRA account forms from the following box.
If you have difficulties with the above box, the direct links are on the following Rydex account form page http://www.rydex-sgi.com/service/forms_apps.shtml PRINTING You need to ONLY PRINT pages 3 to 7 and pages 11 and 12 of this account booklet. (Note: The 2 page Appointment of Financial Professional was completed with our agreement.) Filling in the forms: Page 3 (1 of 5), box 1 Check Traditional IRA. Fill out account info. Page 3 (1 of 5), Box 2 Check transfer and fill in amount. Page 4 (2 of 5), Box 3 Leave blank (Deposit will then be credited to the Money Market.) Page 4 (2 of 5), Box 4 Leave blank (we do not use A shares) Page 4 (2 of 5), Box 5, Beneficiary Information Complete information Page 5 (3 of 5), Box 6, Dividends and Capital Gains Leave blank Page 5 (3 of 5), Box 7, Trading Privileges Leave blank Page 5 (3 of 5), Box 8, Account Document Delivery Preference Leave blank Page 6 (4 of 5), Box 9 Leave Blank Page 6 (4 of 5), Box 10 Check "no" for tax withholding. Page 7, (5 of 5), Box 11 Signature and date ---------- Page 11 (1 of 2) is the Retirement Account (IRA) transfer form. Complete part 1 Complete part 2 Complete part 3 Check partial transfer, indicate amount, and indicate to liquidate from money market or other fund. Check immediately Check "from" appropriate fund. Check "to" appropriate fund.
Page 12 (2 of 2). Complete part 4 check "by wire. " Complete part 5 Sign and date. If the "medallion" signature guarantee is needed, Rydex will contact us after they receive the forms. Attach a copy of the existing IRA statement.
Mail the forms to: Rydex|SGI For overnight delivery: I will contact you when Rydex calls me to tell me they received the forms. Thanks George
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