RMI IX Forms
Please ensure to enclose a $50 check made out to the respective fund you are transferring. Asset Transfer forms received without the $50 fee will delay the transfer process.
If converting an existing investment to a TOD, please also send an Asset Transfer Form along with the Transfer on Death form.
For investments held in a custodial account, please make sure the form is medallion stamped by the custodian and forwarded to our office. We will not accept forms without a stamp.
For custodial positions, the redemption proceeds must be paid to the account on file. Please reach out to the custodian for any money movement questions.
Non-custodial position redemption forms can be emailed to firstname.lastname@example.org