Open an IRA

Make sure it’s the same type of IRA you currently have, for example a Roth or Traditional IRA. Call QCI at 1-800-895-4918 to speak with an IRA specialist to help guide you with the process free of charge.

Transfer your assets

Once your account is open, an account specialist will assit you with completing the Transfer of Assets form to move your assets online or in person depending on your location. You’ll need the account name and account number from the institution where you have your current IRA.

Or, simply locate an account statement from your existing IRA and call us toll free at

1-800-895-4918

to speak with an IRA rollover specialist. Our specialists will help you complete the transfer process quickly and easily free of charge.

There are different types of transfers and the one outlined above is called an “in kind” Transfer. It is the simplest type of transfer and keeps the same investment allocation intact with the same mutual funds, stocks and bonds you currently have in your IRA. Call us toll free at 1-800-895-4918 to speak with an IRA rollover specialist and see what us the best option for you.