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wdfifteen wdfifteen is online now
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Join Date: Mar 2008
Location: SW Ohio
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I went through this.

https://forums.pelicanparts.com/off-topic-discussions/1045597-i-fought-law.html

A check is fine. There is a procedure for transferring directly, I don't remember the process, but you can do one check per year - easy peasy.

A couple of notes:

Try to get a memo line printed on the check stating that it is an IRA rollover.

Make sure the amount you deposit in the new IRA is the EXACT amount of the rollover check. You can add more later, but the rollover is safer from IRS mistakes if the withdrawal is exactly the same as the deposit.

Document, document, document

By law you can only do it by check once per year.
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Last edited by wdfifteen; 02-03-2026 at 09:00 AM..
Old 02-03-2026, 08:54 AM
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