How Do I Transfer A Retirement Account?*
02.
Mail the application, with a copy of your most recent statement from your IRA or other qualified retirement plan, to CFR:
PO Box 951719
Lake Mary, FL 32795-1719
Lake Mary, FL 32795-1719
*Investors must assess their own investment objectives prior to making an investment decision, including considering whether there is sufficient liquidity in the retirement plan to invest in Christian Financial Resources securities should the retirement plan’s beneficiary need to take a mandatory distribution. Consultation with a competent financial and tax adviser is recommended.
