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Thrivent Funds Transfer of Assets, Form MF11502, page 1
Moderate · 50/100Form Complexity Index

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What this form asks for

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Form MF11502, the Thrivent Funds Transfer of Assets, is a crucial document for individuals wanting to consolidate their investments by moving assets from other financial institutions into a Thrivent Mutual Funds account. It provides the necessary authorization and instructions for the releasing company to perform a direct rollover, transfer, or conversion of funds from plans like IRAs, 401(k)s, and SEPs. Completing this form accurately is vital for ensuring the transaction is processed correctly and for maintaining the tax status of retirement accounts. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields106
Pages5
Form Complexity IndexModerate, 50/100

The AI checks your answers before you download

12 checks built for this form, so a wrong date or a missing answer is caught before anyone else sees it.

SSN or TIN Format Validation

This check ensures the Social Security Number or Tax Identification Number provided in Section 1 is in a valid format (e.g., XXX-XX-XXXX or XXXXXXXXX for SSN, XX-XXXXXXX for TIN). This number is critical for IRS tax reporting and uniquely identifying the client. If the format is invalid, the form submission will be rejected as it cannot be processed for legal and tax compliance.

Fund Allocation Percentage Sum

This validation verifies that if the fund allocation table in Section 2 is used, the sum of all specified percentages equals exactly 100%. This is crucial to ensure the client's assets are fully and correctly allocated according to their instructions. A total not equal to 100% would create an ambiguous instruction, causing the transaction to be rejected pending clarification.

Mutually Exclusive Fund Allocation Method

This check ensures that in Section 2, the user either fills out the fund allocation table OR checks the box to use the allocation from an attached application, but not both. These are mutually exclusive instructions for directing the investment. If both are selected, it creates a conflict, and the form will be returned to the user for correction.

Conditional Roth IRA Start Date Requirement

This validation ensures that if 'Roth IRA' is selected as the 'From' plan type in Section 3, the 'original Roth IRA start date' field is populated with a valid date. This date is essential for determining the five-year clock for qualified distributions and other tax-related tracking. Failure to provide this date when required will result in an incomplete application and delay the transfer process.

SIMPLE IRA Two-Year Conversion Rule

This check validates that if a transfer is a conversion from a SIMPLE IRA (Section 3), the provided 'original SIMPLE IRA start date' is more than two years in the past. IRS regulations impose a significant tax penalty on conversions made within the first two years of the plan's inception. A violation would cause the transaction to be rejected to protect the client from adverse tax consequences.

403(b) Plan Transfer Exclusion

This check verifies that the form is not being used for a 403(b) transfer, as explicitly prohibited in Section 3. The system should flag any submission where '403(b)' is indicated as a plan type. Using the incorrect form leads to rejection, as a specific form (MF24965) with different requirements must be used for 403(b) transactions.

And 6 more checks
  • Mutually Exclusive Liquidation Instructions
  • Conditional Partial Liquidation Amount
  • Releasing Company Information Completeness
  • Conditional Withholding for Roth Conversion
  • Signature and Date Presence
  • Plan Type Selection Completeness

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How to Fill Out MF11502 Online for Free in 2026

What the AI walks you through.

  1. Navigate to Instafill.ai and upload or select the Thrivent Funds Transfer of Assets (Form MF11502).
  2. Use the AI assistant to accurately fill in your personal details in Section 1, including your name, Social Security Number, and existing Thrivent account number.
  3. In Section 2, detail how the transferred assets should be invested by specifying the fund numbers and allocation percentages for your Thrivent account.
  4. Complete Sections 3, 4, and 5 by providing information about the plan type you are transferring from, liquidation instructions, and details about the releasing financial institution.
  5. Specify your federal and state income tax withholding preferences in Section 6, which is particularly important for Roth IRA conversions.
  6. Carefully review all entered information for accuracy, then electronically sign the form in Section 7. The platform will guide you if a Medallion Signature Guarantee or Notary is required by the releasing institution.
  7. Securely download, print, or fax the completed form to the appropriate Thrivent Funds address or fax number as provided in Section 8.

Common Mistakes in Completing MF11502

The ones the AI is built to catch.

Incorrect or Missing Signature Guarantee
People often misunderstand or overlook the requirement for a Medallion Signature Guarantee or Notary Seal in Section 7. They may fail to get one, or obtain a notary when a Medallion Guarantee is required, which are not interchangeable. This mistake leads to immediate rejection by the releasing institution, causing significant delays. To avoid this, always contact the releasing company (as instructed on the form) to confirm their specific requirement before signing.
Forgetting to Attach a Recent Account Statement
Section 5 explicitly requires the applicant to provide a copy of their most recent statement from the releasing company, but this is one of the most commonly missed steps. Submitting the form without the required statement results in an incomplete application that cannot be processed. To prevent this, create a checklist for all required documents and ensure the statement is included before mailing or faxing the form.
Fund Allocation Percentages Not Totaling 100%
In Section 2, applicants must specify how the incoming assets should be invested, and the percentages must add up to exactly 100%. Simple calculation errors are common, causing the form to be rejected and returned for correction. Always double-check your math to ensure the fund percentages sum to 100% before submitting. AI-powered form-filling tools like Instafill.ai can prevent this by automatically validating that the total equals 100%.
Using the Wrong Form for a 403(b) Transfer
The form clearly states in Section 3, 'Do not use for 403(b) transfers. Use 403(b) Transfer of Assets Form MF24965.' Despite this explicit warning, applicants sometimes overlook it and attempt to use this form for an ineligible plan type. This results in wasted time and effort, as the request will be rejected and the applicant will have to start over with the correct paperwork. Always read all instructions and warnings carefully.
Confusion Between Transfer, Rollover, and Conversion
Applicants often confuse the different transaction types in Section 3, which have vastly different tax consequences. For example, selecting 'Conversion' by mistake can trigger a taxable event, leading to an unexpected tax bill. This error happens due to the complexity of financial regulations. Before selecting an option, carefully read the disclosures on page 4 of the form and consult a financial or tax advisor to understand the implications for your specific situation.
Incomplete or Incorrect Releasing Company Information
Section 5 requires the full name, account number, and overnight address of the releasing company. People often provide a general customer service address instead of the specific address required for asset transfers, or make typos in the account number. These errors will cause the transfer request to fail or get lost. To avoid this, call the releasing institution to verify the exact account number and the correct overnight mailing address for their transfer or processing department.
Missing Required IRA Start Dates
When transferring from a Roth IRA or SIMPLE IRA, Section 3 requires the original start date of that account. Applicants frequently leave this field blank because they do not know the date or cannot easily find it. Missing this information can delay processing as it is necessary for proper tax reporting and to ensure rules like the SIMPLE IRA 2-year rule are met. You can find this date on old account statements or by contacting your current IRA provider.
Misunderstanding Tax Withholding Elections
In Section 6 (for Roth conversions), applicants often fail to make a selection, not realizing that a default 10% federal tax will be withheld. They may also be confused about whether the tax is 'subtracted from the amount requested (gross)' or 'added to the amount requested (net)'. This can result in a smaller amount being transferred than intended. Carefully review your options and consult a tax advisor to ensure your election aligns with your financial goals.
Inaccurate Personal Identification Information
Simple typos in critical fields like the Social Security Number, name, or date of birth in Section 1 are a frequent cause for rejection. The information must exactly match the records at both the releasing and receiving institutions for the transfer to be validated. This often happens when rushing or filling out the form by hand. Using a tool like Instafill.ai can help prevent these data entry errors by securely storing and accurately populating your personal information.
Ambiguous Liquidation Instructions
In Section 4, the applicant must clearly instruct the releasing company whether to perform a 'Full liquidation' or a 'Partial liquidation' for a specific dollar amount. Some people fail to check either box, or check both, creating ambiguity that halts the process. This indecision requires the firm to contact the applicant for clarification, delaying the transfer. To avoid this, make a clear choice and, if selecting partial, ensure the dollar amount is written legibly.

Frequently Asked Questions About MF11502

 

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Yes. You pay $0 today. Cancel before Nov 8 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your MF11502.
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From your account, in two clicks, any time. No email, no call.
How does the AI fill out MF11502?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of MF11502, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is MF11502 to fill out?
MF11502 has a Form Complexity Index of 50 out of 100, in the moderate tier: 106 fillable fields across 5 pages. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of the Thrivent Funds Transfer of Assets form (MF11502)?
This form is used to instruct another financial institution to transfer your assets, such as from an IRA or a former employer's 401(k), directly into a new or existing Thrivent Mutual Funds account.
Who needs to fill out this form?
You should fill out this form if you want to move funds from a retirement or savings account at another company into a Thrivent Mutual Funds account. This includes rollovers from plans like a 401(k) or transfers from another IRA.
Can I use this form to transfer my 403(b) account?
No, this form explicitly states it should not be used for 403(b) transfers. You must use the specific '403(b) Transfer of Assets Form' (MF24965) for that purpose.
What documents do I need to submit with this form?
You must provide a copy of your most recent account statement from the financial institution you are transferring assets from, as requested in Section 5.
Do I need a Medallion Signature Guarantee in Section 7?
It depends on the requirements of your current financial institution. You must check with them to determine if they require a Medallion Signature Guarantee or a Notary Seal to process the distribution.
What should I do about my Required Minimum Distribution (RMD)?
You must take your RMD for the year from your current plan *before* you initiate the transfer or rollover. RMDs cannot be rolled over and must be distributed prior to this transaction.
I am converting my Traditional IRA to a Roth IRA. What happens with taxes?
A conversion is a taxable event, and you must complete Section 6 to specify your tax withholding preferences. If you don't make a selection, 10% will be withheld for federal taxes by default.
What is the difference between a transfer, a direct rollover, and a conversion?
A transfer (e.g., IRA to IRA) is not taxable or reported to the IRS. A direct rollover (e.g., 401(k) to IRA) is not taxable but is reported, while a conversion (e.g., Traditional IRA to Roth IRA) is both taxable and reported.
How do I submit the completed form?
You can mail the form to the regular or express mail addresses listed in Section 8, or fax it to 866-278-8363. Your current institution will then send the funds via check or wire transfer per the instructions.
How do I specify which Thrivent funds my money should go into?
In Section 2, you can list the specific fund numbers and the percentage of your assets you want to allocate to each. The total percentage must equal 100%.
Can I transfer only a portion of my account?
Yes, in Section 4 you can select 'Partial liquidation' and specify the exact dollar amount you wish to transfer to your Thrivent Funds account.
Can an AI tool help me fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields with your information, which can save you time and help reduce errors.
What can I do if the PDF version of this form I have is not fillable?
You can use a service like Instafill.ai, which can convert flat, non-fillable PDFs into interactive forms that you can easily complete on your computer.
How can I use Instafill.ai to complete this form online?
Simply upload the Transfer of Assets PDF to the Instafill.ai platform. The AI will make the form fillable and help you enter your information into the correct fields before you download, print, and sign it.
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