When you receive a rollover request from IRA and accept it, you can use this Rollover Acceptance Letter to inform the applicant that their application has been considered.
[City, State and Zip Code]
[Social Security Number]
I have closely reviewed the notice sent from IRA on [Date] regarding my distributions and income taxes. After careful consideration and communication with my accounts officer, I accept the rollover and transfer of my account balance of [Amount] to the IRA.
I consent to the immediate rollover of the account balance and will waive all the unexpired portions that will appear in this notice period. Please send all my statements to my address.
[Name of Trustee]
[Address of Trustee]
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