Transferring an existing IRA to Westcore is easy. Just follow the steps below. If you need assistance contact a Westcore Investor Service Representative at 800.392.CORE (2673).
| 1) |
Read the Prospectus.
Read the current Westcore Funds prospectus and Westcore IRA Information Booklet
Westcore Prospectus
Westcore IRA Information Booklet
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| 2) |
Complete an Application.
Download and complete the Westcore IRA Application
Westcore IRA Application
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| 3) |
Complete a Transfer of Assets Form.
Download and complete the Westcore IRA Transfer of Assets Form
Westcore IRA Transfer of Assets Form
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| 4) |
Return both forms to Westcore at the address below.
Westcore will initiate the transfer from you current IRA Custodian.
Westcore Funds
P.O. Box 44323
Denver, CO 80201
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| 5) |
Confirmation.
Upon receipt of your IRA transfer proceeds, Westcore will mail to you a confirmation of purchase. |
