Download The Forms
The forms are fill-able PDFs.
Click on the forms link above and save to your computer fill them out then Print & Sign!
You will need Acrobat reader to view and fill in the forms.
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|Account Type||Required Forms|
|5305-A Traditional IRA Disclosure|
Roll Over / Direct Rollover FormTransfer Form
Print & Sign
Sign your forms and make a copy for your records.
Please do not email the form. Email is not a secure medium.
Banking regulations stipulate that the signed documents be delivered to MidAtlantic IRA.
Mail them in
118 West Church Street
Frederick, MD 21701