Transfer / Rollover Forms

In order to complete a transfer or a rollover, there are appropriate forms to be completed for the process. A rollover form is used to move funds between like accounts, while a transfer form is used with like accounts. In completing your transfer or rollover forms, you may wish to speak to Ivette Marquez, the manager of the transfers department, so that she may assist you in this process and aid in a smooth transition to Quest IRA.

Forms and Requests Received Will be Processed in 24-48 hours of Quest Receiving the Form.

Submit Your Forms: All forms can be mailed or faxed to any of our locations or emailed to

NOTE: You must still mail the originals to any office.