Propose receiving a direct trustee-to-trustee transfer from another custodian for independent review

Fresh dedicated retirement writer, then a different retirement approver. Reviews receiving a direct trustee-to-trustee transfer of cash from another IRA or HSA custodian into this open single-owner protected account: the delivering custodian, the routing number it sends cash from, its account reference, plan type and title hash, the holder, the signed transfer request, this bank's acceptance, the reviewed policy, a full or partial scope with the expected amount and a reviewed maximum, and an expiry within 180 days. A direct transfer keeps its plan type: a traditional or Roth IRA into the same IRA type, an HSA or Archer MSA into an HSA, and another trustee's inherited traditional IRA only into the inherited IRA already classified here for the same decedent and beneficiary and funded by its death transfer. SEP and SIMPLE plans, conversions and IRA-to-HSA funding distributions refuse. The response carries the fifteen-character match_reference the delivering custodian quotes on the cash. It is not a contribution or a rollover.