Please send all IRA withdrawal or transfer requests to:

H&R Block Financial Advisors
ATTN: Retirement Services
719 Griswold Street, Suite 1700
Detroit, MI 48226-3318
Fax 313-628-1492

For security purposes, we do not accept written trade instructions. You must contact your financial advisor or contact our Investor Center at 1-866-295-7912 to liquidate the positions in your account.

For all other requests:

H&R Block Financial Advisors
Investor Center
PO Box 32310
Kansas City, MO 64171-5310
Fax number 816-504-1570

Download a form/application Select a form to view   Account Transfer Account Transfer Form-Partial Acknowledgement of Disability Affidavit of Domicile Affidavit of Sole Ownership Amendment of Clarification of Revocable Living Trusts Cash Management Features Application Certificate Delivery with Ownership Transfer Certificate of Trust & Investment Powers Change of Address Form Change of Beneficiary Form Corporate Cash Account Agreement Corporate Margin & Option Agreement Corporate Resolution Deposit Slips - Express Accounts Direct Deposit Form Dividend and Bond Interest Autopay Express IRA Direct Deposit Form Express IRA Rescission Fee Schedule Form W-8BEN Form W-9 Gifting Form Household Authorization Form Investment Account Investment Club Cash Account Investors Account Application IRA Application - Educational IRA Application IRA Autopay Request IRA On-Demand Distributions IRA Rollover Authorization IRA Withdrawal Form Letter of Authorization for Duplicate Statements Mutual Fund Automatic Investing Form Mutual Fund Systematic Withdrawal Non-Corporate Resolution NYSE/NASDAQ Online Service Agreement Online User Guide Option Account Application Partnership Account Agreement Periodic Distribution Form Power of Attorney Certification Request to Journal Funds/Securities Retirement Plan Direct Rollover Authorization Risk Disclosure Statement Roth IRA Service Request SEP-IRA Form Smartwire Form Stock/Bond Power Request Third Party Release Form Trading Authorization Form Traditional IRA to Roth IRA Conversion/Rollover Authorization Transfer on Death Account Agreement Wire Transfer