---
title: Internal Transfers
description: Internal Transfers
---

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# Internal Transfers

## Goldman Sachs

- Different forms are required according to the type of transfer: 
    - IRA to IRA (matching/equivalent type) - [Internal Transfer Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Internal%20Account%20Transfer%20Form.pdf).
    - Roth Conversions (Trad/Roll to Roth) - [IRA Distribution Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/IRA%20Distribution%20Form.pdf).
    - Recharacterizations (Roth to Trad/Roll) - [IRA Distribution Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/IRA%20Distribution%20Form.pdf).
    - Excess Contribution Removals - [IRA Distribution Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/IRA%20Distribution%20Form.pdf).
    - IRA to Non-Qualified (Distribution) - [IRA Distribution Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/IRA%20Distribution%20Form.pdf).
    - Non-Qualified to Non-Qualified - [Internal Transfer Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Internal%20Account%20Transfer%20Form.pdf).
    - Non-Qualified to IRA (Contribution) - [Internal Transfer Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Internal%20Account%20Transfer%20Form.pdf).
    - ANY Death Claim - [Internal Transfer Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Internal%20Account%20Transfer%20Form.pdf).
- GeoWealth transfer funds in-kind by default, unless specific instructions are provided.
- Limited Power of Attorney only applies for transfers between accounts with matching Tax ID numbers.
- Bank links and systematic deposits or withdrawals do not transfer from the delivering account to the receiving account. New instructions are required to establish these on the receiving account.
- Internal transfers from a trust account will also require the [Trustee Certification Form](https://resources.geowealth.com/hubfs/Support%20Center/Goldman%20Sachs/Trustee%20Change%20Certification%20Form.pdf).

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