How do I enter a change in financial institution for my IRA, this was not a rollover, the bank merged with another bank and changed names, EIN, etc. Do I modify the old?
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How do I enter a change in financial institution for my IRA, this was not a rollover, the bank merged with another bank and changed names, EIN, etc. Do I modify the old?
How do I enter a change in financial institution for my IRA, this was not a rollover, the bank merged with another bank and changed names, EIN, etc. Do I modify the old?
No, there is no form that you need to modify for a change in name of the plan administrator.
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