Move an IRA to Westcore
Transferring an existing IRA to Westcore is easy. Just follow the steps below. If you need assistance contact a Westcore Investor Service Representative at 800.392.CORE (2673).
1) Read the Prospectus
Read the current Westcore Funds prospectus and Westcore IRA Information Booklet.
2) Complete an Application
Download and complete the Westcore IRA Application.
3) Complete a Transfer of Assets Form
Download and complete the Westcore IRA Transfer of Assets Form.
4) Return both forms to Westcore at the address below
Westcore will initiate the transfer from you current IRA Custodian.
P.O. Box 44323
Denver, CO 80201
Upon receipt of your IRA transfer proceeds, Westcore will mail to you a confirmation of purchase.