MUTUAL FUNDS

IRA Transfers

Transferring your assets to an IRA with State Farm Mutual Funds® is an easy process.

Prior to rolling over assets from an employer-sponsored retirement plan into an IRA, it's important that customers understand their options and do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

Find an Agent

Step One: Open an IRA

NOTE: A State Farm® IRA must be set-up before State Farm receives the funds. If you already have a State Farm IRA, consider combining other assets into your existing IRA.

Step Two: Contact the Current Custodian

  • Verify the account is eligible for transfer and find out if there are any applicable fees.
  • Ask if you need to cash-out any assets before requesting a transfer.
  • Ask if a signature guarantee is needed.
  • Ask the current custodian for a correct address, a contact name, and phone number for follow-up questions and paperwork.

If you have any questions regarding your transfer to State Farm Mutual Funds, simply contact your local State Farm agent or call 800-447-4930.

Open an Account

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Fund Selection Tool

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Risk Disclosures

Investing involves risk, including potential for loss.

Need Assistance?

800-447-4930 Mutual funds
888-702-2307 Variable Products

AP2015/03/0913

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value