Yes, we really will do the paperwork!

Transferring your IRA is easy when someone else does the paperwork. Tell us a little about yourself and we'll get the paperwork process started. There's no obligation, we just want to give you a head start! (Your current custodian may require some additional paperwork from you before authorizing a transfer.)

Don't forget: when you invest with CDF Capital, you help provide financial resources to growing churches and ministries everwhere, while you earn interest for your future.

  • Your Information

  • Basic Investment Information

  • Transfer Account Information (Current IRA ONLY):

  • Rollover Account Information (Employee-Sponsored Plan ONLY):

  • Additional Comments

  • Other CDF Capital Investment Opportunities