Transferring Assets to an IRA Funded with State Farm Mutual Funds®

You should discuss your situation with your tax advisor before purchasing an IRA. Contact a registered State Farm® agent to discuss your IRA options.

• Select the type of account that fits your needs.
• Choose a Fund
• Download forms

Note: A State Farm IRA must be established prior to State Farm receiving the funds. If you already have a State Farm IRA, consider consolidating other assets into your existing IRA.

After Completing Your Application Contact Your Current Custodian

1. Let them know you want to transfer your assets to a State Farm IRA and verify the account is eligible for transfer. In addition, determine if there are any applicable fees with the transfer or specific custodian forms.
2. Ask if you need to liquidate any assets prior to submitting custodian forms and/or the IRA/TSA Transfer Request Form (PDF 193 KB) . Also ask if a Signature Guarantee is needed. Confirm when your current custodian will distribute the funds (varies according to each plan's requirements) and inquire if any deadlines/maturity dates apply to submitting paperwork. Also, be sure to ask the current custodian for a correct address to send their paperwork back to and a contact name and phone number for follow-up questions.
   

To open a new IRA with the assets you are transferring, you will need to complete the appropriate application indicating the information about the transfer. Your State Farm agent will be happy to assist you with determining the funding options that are right for you and completing the appropriate paperwork. Your Registered State Farm Agent can provide the guidance and support that you need over time to help you pursue your personal financial goals.

State Farm VP Management Corp Risk/Important Disclosures. State Farm Mutual Funds Prospectus. The State Farm College Savings Plan Enrollment Handbook (PDF 260 KB) .

It is important to note that there is market risk involved when investing in mutual funds, including possible loss of principal.

State Farm Agents do not provide tax, legal or investment advice.

Need Assistance? 1-800-447-4930

AP2007/12/9746