Check Deposit for Investment Account - IRA Rollover, Transfer, and Authorization Instructions

Sep 22, 2026

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Check Deposit for Investment Account provides detailed instructions for depositing checks into a J.P. Morgan Securities LLC investment account, including Traditional IRA, Roth IRA, SEP-IRA/SARSEP, Beneficiary IRA, and non-retirement accounts. It explains direct and indirect rollover definitions, IRA transfers between the same type, fund availability timing, contribution and form-related requirements, and eligibility limits for acceptable checks. The document also lists required steps for endorsing and writing account information, along with a signature authorization section covering processing and responsibilities.

LanguageEnglish

CategoryHealthcare

FormatPDF

Pages2

Reading Time5 min

AccessFree to download

Check Deposit for Investment Account

Types of IRA and rollover/transfer options

When funds become available and contribution limits

What you need to know about acceptable checks

Instructions for endorsing and memo details

Authorization signature and certifications

J.P.Morgan Securities LLC Member FINRA and SIPC the check by: Regular Mail JPMS Lockbox 21002PO BoX 44987Indianapolis,IN 46244-0987 Overnight Mail JPMS Lockbox 210027610W.Washington St.,Floor 1Indianapolis,IN 46231-1335 If you have questions,send us a secure message onchase.com or contact usat(800)392-5749. Direct Rollover:A deposit ofassets distributed from anemployer-sponsoredretirement plan (e.g.,a401(k),403(b),profit-sharing plan)and madedirectly payable to your IRA. Indirect Rollover:A depositof assets distributed from anemployer-sponsored plan oran IRA that were madedirectly payable to you on theface of the check. Transfer:A deposit of assesdistributed from an IRA and made directly payable to an IRA of the same type (i.e., Traditional IRA assets must transfer to another Traditional IRA). # Check Deposit for Investment Account ·Deposited funds will be available for withdrawal on the 8th business day after deposit. ·A contribution cannot exceed the annual contribution limit set by the IRS. ·Keep a copy of this request for your records. Account Holder Name Traditional IRA ○Current Year Traditional IRA(CON)○Prior Year Traditional IRA(CONB)Direct Rollover(ROLD)OIndirect Rollover(ROLL)OTransfer(TFRR) SEP-IRA/SARSEP IRA OCurrent Year SEP-IRA/SARSEP(SEP)Prior Year SEP-IRA/SARSEP(SEPB)○Direct Rollover(ROLD)Indirect Rollover(ROLL)OTransfer(TFRR) | INVESTMENT AND INSURANCE PRODUCTS:
·NOTA DEPOSIT·NOT FDIC INSURED·NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
·NO BANK GUARANTEE·MAY LOSE VALUE | | --- | .Deposit a check into a J.P.Morgan Securities LLC(JPMS)investment account,including a TraditionalIRA,Roth IRA,SEP-IRA,SARSEP,Beneficiary IRA or non-retirement investment account.What you need to know ·We are unable to accept altered or incomplete checks,checks dated more than 180 days prior toreceipt,third-party checks,money orders,starter or counter checks,foreign checks or traveler's checks. ·We accept checks payable to“J.P.Morgan Securities LLC,”“JPMS”or the account holder. ·You may roll over only one IRA distribution in any 12-month period,regardless of the number of IRAsyou own or distributions you take(i.e.,one 60-day IRA-to-IRA rollover in a rolling 12-month period). ·You may make unlimited trustee-to-trustee transfers between IRAs of the same type,conversionsbetween Traditional and Roth IRAs,and direct rollovers from a qualified retirement plan to an IRA. ·If the tax year is not provided,your contribution willbe reported as a current year contribution. ·For your protection,a representative may call you to confirm this transaction before processing it. ·For best results,complete this form using Adobe Reader.You will need to print a copy for your signature. 1.Tell Us About Your Account Account Number 2.Tell Us About the Type of Deposit You are Making Roth IRA Prior Year Roth IRA(RTHB)○Direct Rollover(ROLD)OIndirect Rollover(ROLL)OTransfer(TFRR) Beneficiary IRA OIndirect Rollover(ROLL) OTransfer(TFRR) Non-Retirement Account OInvestment Account Deposit # 3.Tell Us About the Check Being Deposited Dollar Amount of the Check Check Number Instructions: ·Endorse the back of the check with "For Deposit Only." ·Write the JPMS Account Number on the face of the check. ·If the deposit is for a retirement account,write the type of deposit in the memo field:"Contribution for 20YY,""Rollover"or "Transfer." # 4.Authorization Signature By signing below,I certify that the preceding information is true and correct.I authorize the acceptingcustodian,JPMS,to process this deposit to my retirement brokerage account.I understand that theavailability of funds depends on many factors,and JPMS may withhold access to credited funds and checksuntil items have cleared and good funds have been confirmed as available.I certify that no tax or legaladvice has been provided to me by JP

FAQs

What types of accounts can this check deposit request be used for?

You can deposit a check into a J.P. Morgan Securities LLC investment account, including Traditional IRA, Roth IRA, SEP-IRA/SARSEP, Beneficiary IRA, and non-retirement investment accounts.

What is the difference between a Direct Rollover and an Indirect Rollover?

A Direct Rollover is a distribution paid directly to your IRA, while an Indirect Rollover is a distribution payable to you on the face of the check for later handling.

What information must be included when depositing the check and signing the request?

Endorse the back with “For Deposit Only,” write your JPMS account number on the check face, and for retirement accounts include the deposit type in the memo field. Sign the authorization section certifying the accuracy of the information and authorizing the custodian to process the deposit.

Sep 22, 2026

Upload by Rizky