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Mountain!!
Lv 6
Mountain!! asked in Business & FinanceCredit · 2 years ago

Credit Union Shared Banking.?

Does the Credit Union Shared banking allow for transfer from one IRA account in Credit Union A to Credit Union B?

2 Answers

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  • Anonymous
    2 years ago

    IRA paperwork can be complicated but if you have the correct paperwork you can do it.

    I have used shared banking many times. You just need your account number and drivers license. But, my IRA is at one place and I don't move It around. (Fidelity)

    Some credit unions have restrictions on new customers using shared branch so ask before doing it.

    I have never had a problem but have read that others have.

  • Eva
    Lv 5
    2 years ago

    There is paperwork to be filled out for any IRA withdrawal or transfer. You cannot do it electronically.

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