Direct Transfer

I would like to rollover my RCH Account to another IRA.

To transfer your IRA from RCH directly to another custodian, no RCH-supplied form is required. However, you must complete and send transfer of asset (TOA) paperwork from your new custodian to RCH (address below). Please also reference the source of funds - Traditional or Roth.

Mail to:
RCH Shareholder Services

3545 Whitehall Park Drive
Suite 400
Charlotte, NC 28273

Fax to: (704) 353-9851

Scan & email to: irasmartforms@RCH1.com

This type of transfer is considered non-taxable and non-reportable. You will NOT receive an IRS Form 1099-R.

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