Electronic Funds Transfer to a Mutual Fund IRA

Complete this form to set up an electronic funds transfer from your bank to your Mutual Fund IRA.

Electronic Funds Transfer to a Mutual Fund IRA (PDF)
[020ZT.ASF] 

Frequently Asked Questions

  • What is EFT/AIP?
  • When can I not use EFT?
  • What bank information do I need for EFT?

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C39043