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Start with where you're moving it to

Submitted by Philip Brewer on March 24, 2008 - 16:13.

@Luke:

I'd start by contacting the place you're moving it to, and trying to get them to handle the paperwork for the move.  I've had much better luck that way, in terms of avoiding the need for notaries, signature guarantees and the like.  (I assume that the fund families have a gentleman's agreement among themselves to sort things out if it turns out that some identity thief tries to move your IRA.)

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