1. Select the Account Name
Log in and click on the highlighted account name that you wish to contribute to on the homepage. In the example below, we are selecting the account ending in 1376, so I will need to click on the account name highlighted in green associated with the last 4 digits of this account number.
2. Click on "USD Wire Instructions"
After selecting an account, scroll down and click on the "USD Wire Instructions" drop-down.
3. Use Wire Instructions
Print the instructions and use them to fill out the wire deposit form with your Bank.
These instructions can update from time to time and they are specific to a particular account. Each time you make a deposit to your IRA account via Wire, you must log in and use the current wire instructions for that specific account. Using outdated instructions or instructions for a different account can prevent the transfer from being processed.
Do I need a Reference Code When Transmitting a Wire?
Yes, you will need to include the Reference Code provided in your wire instructions in order for the wire to be submitted successfully.
Where Do I Enter the Reference Code?
Depending on the Bank's wire form, the Reference Code can be placed in the memo, comments, or "Instructions for Beneficiary" section.