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Goldman Sachs Bank Link and Money Movement Form

Goldman Sachs

Use this Form:

  1. To submit a new request to link a bank account with a Goldman Sachs account
  2. To establish recurring instructions to transfer funds into or out of a Goldman Sachs account
  3. To modify an existing recurring instruction
  4. To request a one-time transfer into or out of a Goldman Sachs account

Do Not Use this Form to Submit:

  1. Roth IRA conversion
  2. Qualified Charitable Distribution
  3. Contribution Recharacterization
  4. Excess Contribution removal
  5. IRA to 401(k) Rollover
  6. Revocation of a contribution made to a newly established IRA within 7
  7. Distribution with less than the state’s minimum default tax withholding rate
  8. Or for any accounts custodied at Charles Schwab or Fidelity Investments
    * The Goldman Sachs IRA Distribution form is used for #s 1-7.

Download Goldman Sachs Bank Link and Money Movement Form

 

If you have any questions, please contact Advisor Services at 800-949-9936 option 2, service@geowealth.com or by live chat during business hours in the lower right corner of this screen.