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- Get a New/Old Discover account older than 60 days
- Open Traditional IRA inside
- Add funds to it
7k for 59 years and below
8k for 60 and above
You will see the limit there.
They don’t send trial deposit so just put AN and RN of your personal Log or business log. Preferably Personal.
Download that Traditional IRA application form, print, fill with hand and ask owner to show you client signature or ssn card then forge it, then upload just like 30 minutes after uploading, then ask the client to call discover and tell them he/she added money to their IRA account and they want to know if discover got it.
Discover will ask “is it a transfer or contribution” client should say “contribution” and tell them the amount, then they will talk about forms client needs to fill in order for them to process it, client should tell them he/she had already downloaded the form from his/her app and have uploaded it for them, cause they might tell client they want to mail it to him/her.
Client should tell them he/she is calling to make sure they received what he/she uploaded for processing. Once they agree that they have received it, the money will pop in the IRA account the next day or Max 2 days.
If it doesn’t pop then client messed the call. If they say that they haven’t received it, client should call back after some hours that same day and make sure they got it, if they insist they still haven’t gotten it, upload again and ask client to call again till they admit they have gotten it and have started processing it.
After 2 days when money pops in the IRA account, that same day before 12pm make sure you fill the distribution form like I filled mine and upload.
Then tell client to call after 30 minutes again or 1 hour to ask if they got it. If they ask client who added the money, client must say “it’s me” if they asked “why do you want to move the money from your IRA to your checking/savings account” client should tell them he/she is in urgent need of money and have changed plans. If they ask “who is the beneficiary?” Client should say “No beneficiary” They will tell client they want to remove 10% because of early withdrawal. The money will pop 2 days max inside the checking or savings account for you to be able to withdraw.
If they say they haven’t received it still, ask client to call later that same day till they admit they have received it. Client calling is the cashout of this job! Once client mess it, your job will flop!
Withdrawal method is wire! If card is linked to cashapp, try it!
First call is to ask if they received the Traditional IRA application form for them to make it.
- Open Traditional IRA inside
- Add funds to it
7k for 59 years and below
8k for 60 and above
You will see the limit there.
They don’t send trial deposit so just put AN and RN of your personal Log or business log. Preferably Personal.
Download that Traditional IRA application form, print, fill with hand and ask owner to show you client signature or ssn card then forge it, then upload just like 30 minutes after uploading, then ask the client to call discover and tell them he/she added money to their IRA account and they want to know if discover got it.
Discover will ask “is it a transfer or contribution” client should say “contribution” and tell them the amount, then they will talk about forms client needs to fill in order for them to process it, client should tell them he/she had already downloaded the form from his/her app and have uploaded it for them, cause they might tell client they want to mail it to him/her.
Client should tell them he/she is calling to make sure they received what he/she uploaded for processing. Once they agree that they have received it, the money will pop in the IRA account the next day or Max 2 days.
If it doesn’t pop then client messed the call. If they say that they haven’t received it, client should call back after some hours that same day and make sure they got it, if they insist they still haven’t gotten it, upload again and ask client to call again till they admit they have gotten it and have started processing it.
After 2 days when money pops in the IRA account, that same day before 12pm make sure you fill the distribution form like I filled mine and upload.
Then tell client to call after 30 minutes again or 1 hour to ask if they got it. If they ask client who added the money, client must say “it’s me” if they asked “why do you want to move the money from your IRA to your checking/savings account” client should tell them he/she is in urgent need of money and have changed plans. If they ask “who is the beneficiary?” Client should say “No beneficiary” They will tell client they want to remove 10% because of early withdrawal. The money will pop 2 days max inside the checking or savings account for you to be able to withdraw.
If they say they haven’t received it still, ask client to call later that same day till they admit they have received it. Client calling is the cashout of this job! Once client mess it, your job will flop!
Withdrawal method is wire! If card is linked to cashapp, try it!
First call is to ask if they received the Traditional IRA application form for them to make it.