You can visit us online at www.oakfunds.com and access the Transfer of Assets and IRA Application forms under Access Forms & Reports . Complete and return the two forms to:

This is based on multiple factors; please contact one of our Investor Services representatives at 1-888-462-5386 for more information. See similar questions...

Yes, you may initiate a wire transfer of funds from your bank account to your Oak Associates Funds account. If your bank account information is already on file with us, you may transfer funds through an electronic funds transfer. You may also set up Investment Link on your account, where you can invest on a regular basis automatically though the Systematic Investment Program, as well as trade online and make additional investments into your account anytime. See similar questions...

A rollover requires a distribution from an IRA or qualified plan, which is then rolled over into an IRA account within a 60 day period to complete the rollover transaction. While the rules for rollovers and transfers differ, they accomplish similar objectives. Both rollovers and transfers facilitate the tax-free movement of IRA monies from one trustee or custodian to another. See similar questions...

You can access Oak Associates Funds information online at www.oakfunds.com or by emailing us at Oakfunds@seic.com. Oak Associates Funds also has a team of Investor Services Representatives available for questions at 1-888-462-5386. Our hours of operation are 8:30 AM to 8:00 PM EST, Monday ? Friday, to speak with a representative for general information, and 9:00 AM to 4:00 PM EST Monday ? Friday for trades. See similar questions...

The minimum investment for a regular or IRA account is $2000, and the minimum investment for a Coverdell account is $1000. See similar questions...

Visit us at www.oakfunds.com and click on My Oak Account where you can open an account online. In addition you can mail us a check made payable to "Oak Associates Funds" with a short note telling us which Fund and account to reference. (A new application is only needed if another account is opened under a different name. You may also exchange shares from one account to open a new account.) See similar questions...

Income dividends and/or capital gains distributions for all Oak Associates Funds are declared annually in December. The dividends and capital gains for all Funds are automatically reinvested back into the Funds to purchase additional shares, unless an investor specifically requests to receive the distributions in cash. See similar questions...

Yes. Please provide a written request highlighting your account information for the accounts that you would like to have linked together and send to: See similar questions...

Yes. If you have left the federal government for at least 31 days, you can have your TSP funds rolled over to a Rollover IRA. Keep in mind that you need to first select a financial institution and the investment that will receive your TSP account balance for a trustee-to-trustee transfer. You must not receive any of your TSP funds to avoid income taxes. If you do, the TSP office will be required to withhold taxes from your TSP distribution. See similar questions...

When you open a Rollover IRA to receive a qualified distribution, you can defer any current tax liability on that distribution and your funds can continue to grow on a tax-deferred basis until you withdraw them. Morgan Stanley and its Financial Advisors do not offer tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions. Branch Locator | Site Map | Privacy | Terms of Use | Disclosures | Morgan Stanley DW Inc. See similar questions...

In most cases there is no limit on the amount you may transfer or roll over into an IRA because you are simply moving the money from one type of retirement plan to another. You may transfer or roll over your IRA regardless of your age. However, if you are 70? or older, you must receive a minimum required distribution from your IRA each year. This should be taken into account in planning your rollover. See similar questions...

There is no limit on the amount that can be converted to a Roth IRA as long as your modified adjusted gross income is below $100,000 per year. Not so. Any amount can be converted to a Roth IRA if you meet the $100,000 per year income limit. However, only $3,000 in 2003 can be contributed to a Roth IRA subject to certain income limits. Investors 50 years old or above may make an additional "catch-up" contribution of $500, bringing their total to $3,500 for the year. See similar questions...

Distributions from a traditional IRA can be made penalty-free at 59½, and minimum required distributions begin the year you turn 70½. You can also take withdrawals from a Roth IRA once you are 59½, as long as the account has been in existence for at least five years. Unlike traditional IRAs, there are no required distributions with a Roth. In most instances, if withdrawals are made before age 59½, there is a 10% early distribution penalty. See similar questions...

You may name a spouse, a family member, or another party as beneficiary of your rollover IRA. Beneficiary decisions are usually revocable and careful thought should be given to the tax and distribution ramifications of your final choice. See similar questions...

Yes. Traditional IRAs as well as other qualified retirement plans are subject to mandatory required minimum distributions (RMD) that must begin by April 1st of the year after the year in which a participant reaches age 70 ½. Not meeting the RMD or forgetting to distribute tax qualified funds after age 70 ½ will generally result in an IRS 50% excise tax. Our rollover specialists can help you to determine your RMD. See similar questions...

If you have been covered by your employer's retirement plan and are about to receive a qualified distribution from that plan, you may be eligible to establish a Rollover IRA. You may establish a Rollover IRA at any age. See similar questions...

Yes. A rollover takes place when the IRA funds are paid directly to you and re-deposited (roll-over) into an IRA within 60 calendar days of receipt. The 60-day period begins the day after you receive the payment. A rollover transaction from an IRA may not occur more than once during a 12-month period. This 12-month rule applies to each separate IRA you own and is determined from the date the IRA funds are received. See similar questions...