Transfer My IRA
Take control of your overall retirement plan and consolidate your IRAs with UMB Financial Services.
How to transfer an existing IRA with another financial institution to UMB Financial Services
- Open a UMB Financial Services IRA that is the same registration as your existing IRA.
- Complete the Transfer of Assets (TOA) (.pdf) form and return it to us with a copy of your most recent statement
- Mail the completed TOA form to us at:
928 Grand 6th Floor, MS 1010602
Kansas City, MO 64106
Roll Over Your 401(k)
Getting close to retirement? Already retired? Changing jobs? Roll over your 401(k) account directly into a traditional or rollover IRA without taxes or penalties. Once your funds are with us, you will have a wide range of investment products which include stocks, mutual funds and bonds.