Directed IRA will initiate transfer requests from an existing IRA within 3-business days of receiving your completed transfer form.
Directed IRA will initiate transfer requests from an existing IRA within 3-business days of receiving your completed transfer form. Transferring assets other than cash may require additional time and documentation. If you wish to expedite the submission of your transfer request, please indicate on the form.
Upon receipt of your funding request, actual timelines to fund your account are dependent upon your current custodian or administrator. For Transfers (trustee to trustee) the process from start to finish usually takes 5-10 business days. For Direct Rollovers, the process usually takes 2-4 weeks due to employer plans typically only willing to send physical checks. We recommend you contact your current financial institution to ensure they are processing your transfer or rollover request to Directed IRA.