Transfer among savings and investment options – adjusting your allocations quickly and easily
Choosing the right allocation from among the selection of savings and investment options available to you under your Traditional IRA contract is generally not something you do and just forget about. Your personal needs and preferences may change, as may economic and market conditions. Mutual of America's Traditional IRA provides flexibility by allowing you to transfer all or a portion of your account value among the savings and investment options (subject to the Company's Frequent Transfer Policy) as well as make changes for the allocation of your future contributions.
When you open a Mutual of America IRA, you will be given a Personal Identification Number (PIN). Use your PIN with your Customer ID or User ID to establish your Security Profile and create your new password through the My Account link at mutualofamerica.com, if you haven't done so already.
You can request transfers either through this website, by telephone or by mail, subject to the company's Frequent Transfer Policy. Requests for transfers to the international funds, or revocations of such transfer requests, must be in writing, by U.S.P.S. regular mail. If you wish to make a transfer by telephone, please call , Monday through Friday from 9:00 a.m. to 9:00 p.m., Eastern time. To complete a transfer on this website, log in to My Account.
Mutual of America's IRAs are individual variable annuity contracts and are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment funds you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should carefully consider a variable annuity contract’s other features before making a decision.
Form IRA-2004 or applicable state variation.