Completing the Bank of America wire transfer form is quick with FormsPal's online editor. No software download or user account is required. Open the form in your browser and follow these steps to fill it out and download your PDF.
Step 1: Click the orange "Get Form Now" button to open the bank of america wire transfer form in the editor.
Step 2: Fill in the required fields. Enter City, State, and Zip Code. Select your IRA Plan type: Traditional, Roth, Rollover, or SEP. Add your Account Number and complete the beneficiary section if applicable.
Step 3: Complete the Brokerage IRA or rollover section. Select the available cash option or direct rollover option. Contact your current plan administrator for account details and routing information before you proceed.
Step 4: Fill in the Bank of America Plan/Account section. Select the deposit account type, enter the plan number, and choose an existing or new Bank of America account for the transferred funds.
Step 5: Review the endorsement section. A Medallion Signature Guarantee is required for brokerage transfers. Sign the form, then click "Done" to download your completed PDF or send it by email.
Frequently Asked Questions
What does the Bank of America transfer form allow you to do?
It lets you transfer money from an IRA, employer plan, or brokerage account into a Bank of America account. You can specify the transfer type and the destination account for your funds.
How do I send money using this form?
Fill in all required fields, obtain any needed endorsements, and deliver the completed form to your current financial institution. You can also mail it to the Bank of America processing address printed on the document.
Is a Medallion Signature required for all transfers?
Only for brokerage IRA transfers involving securities. Standard IRA transfers to Bank of America do not always require a Medallion Signature. Confirm with your current custodian for accurate guidance.
Can I use this form for mobile banking money management?
This form is for account-to-account fund transfers and rollovers. For everyday mobile banking and account management, use the Bank of America mobile app or online banking portal instead.
What account types does this form support?
The form supports Traditional IRA, Roth IRA, Rollover IRA, SEP IRA, Beneficiary IRA, and CESA accounts. It also handles direct rollovers from qualified employer plans and 401(k) accounts.
For wire transfers to other financial institutions, see our wire transfer request form. For ACH transfers through Bank of America, visit the Bank of America ACH transfer form.
