Transfer Funds to Star One

Important Information for Completing Your Transfer

Use a separate form for each account you are transferring. Photocopies are acceptable.
Transfers must occur between "like" accounts; i.e., a joint registered account should transfer to a joint account at Star One.
If you are transferring a maturing certificate of deposit, submit this transfer request no more than two or three weeks before the certificate maturity date. Otherwise, you may incur early withdrawal penalties imposed by the financial institution currently holding your certificate of deposit.

Important Reminders

Do not use this form to transfer funds between Star One accounts. Instead, use Touchtone Teller, Online Banking or Mobile Banking..
To rollover or transfer funds from an IRA, 401(k), or other qualified employer-sponsored retirement plan, please call us and ask to speak to one of our IRA Specialists.
Please complete all relevant information and have all account holders sign. Incomplete information may delay your transfer request.
Attach a complete copy of your most recent statement reflecting the funds for each account you are transferring.
To prevent delays, please provide a phone number for the financial institution(s) from which you are transferring your account(s).

Frequently Asked Questions

How long will the transfer take?
Depending on the type of account, a typical transfer will take approximately three weeks. However, some may take up to six weeks or longer. Please remember that while we make every effort to ensure a swift transfer, the actual transfer time depends on how quickly monies are transferred from the financial institution currently holding your accounts.
Will I be charged a fee?
Star One does not charge a fee for the transfer, however, an exit fee may be charged by the financial institution from which the funds are being transferred.
How will the transfers be made?
Funds are received by check or wire transfer only.

Form Instructions