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, support@freedomadvisors.com or by live chat during business hours in the lower right corner of this screen.