Transfer Your IRA to a Sit IRA
It’s easy to move your IRA to Sit Mutual Funds. Simply complete the IRA Transfer/Direct Rollover Form and return it to us. We’ll take it from there. If you do not have an IRA with Sit Mutual Funds, you may transfer your IRA by opening a new Sit IRA account. When opening a new Sit IRA, be sure to complete and return the IRA Application, too. Mail the forms, and after we receive and invest your funds, we will mail you a confirmation.
Review the IRA and Retirement Plan Rollover Chart for help determining what kind of accounts can be transferred. For any other questions about the transfer process or how to complete the forms, please contact Steve Benjamin at 612-359-2554 or 800-332-5580.