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Please note that your existing 401k custodian may require a Medallion Guarantee Stamp, which
is much like a notary seal. Check with your bank to obtain this stamp.
- A rollover contribution occurs when you take receipt of assets or cash for up to 60 days before
reinvesting in a new retirement plan.- A direct rollover contribution occurs when you move assets or cash directly from your qualified
retirement plan to a new retirement plan.
Corporate Headquarters: New Vision Trust Company, 401 E. 8th Street, Suite 200R, Sioux Falls, South Dakota 57103
Onboarding New Clients and Referral Sources
Thank you so much for choosing American IRA LLC for your Self-Directed Retirement account needs. It is a great honor to serve you! Below are a few important notes about your client journey. We ask that you sign below.