Transferring your IRA is a straightforward process. With just a few forms, you can move your retirement savings to a new account and continue working toward your long-term goals. The steps below outline what you’ll need to complete and how to get started.
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.
Carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. The prospectus contains this and other important Fund information and may be obtained by calling Sit Mutual Funds at 1-800-332-5580 or by downloading them from the Documents page. Read the prospectus carefully before investing. Investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost.
The content herein is for informational purposes only without regard to any particular user’s investment objectives, risk tolerances or financial situation and does not constitute investment advice, nor should it be considered a solicitation or offering to sell securities or an interest in any fund.
Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors, and readers should not rely on this publication as their sole source of investment information.
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