IRA Acceptance Letter
When you want to accept a rollover request from the IRA, you can use this IRA Acceptance Letter to inform them of this decision.
[Sender’s Name]
[City, State and Zip Code]
[Social Security Number]
[Date]
[Recipient’s Name]
[Retirement Insurance and Annuity Company]
[City, State and Zip Code]
To Whom It May Concern,
I hereby accept the rollover request on the distribution of my income taxes. I request a direct rollover for the account amount into my retirement plan. The receiving plan is proper as required under the IRA regulations.
I consent to the distribution of the account amount and waive all unexpired portions. This acceptance letter will take effect from [Date]. Please find attached all documentation to effect this rollover.
[Name of Trustee/Custodian]
[City, State and Zip Code]
[Sender’s Name and Signature]