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]


[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]

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