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.
RCH Shareholder Services
3545 Whitehall Park Drive
Charlotte, NC 28273
Fax to: (704) 353.9841
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.Back