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Ways to Give
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IRA Rollover Notification Form
First Name
Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period.
x
Last Name
Please use between 1-20 characters. Please use only alphabet, apostrophe, hyphen, space and period.
x
Email Address
Country
Please select...
United States
Canada
Phone number
Please enter your area code, followed by your phone number, mobile phone preferred. Please use numbers only, no dashes or other separators.
x
Gift Information
Amount
Plan Administrator Making Distribution
Designation of Gift
General Fund
Other (Specify Below)
Other Designation (If Applicable)