My understanding is that I can simply need to print and send the letter/​email from Every.org to Interactive Brokers, and they will facilitate the transfer.
One thing to note here is that end-of-year transfers can only be facilitated if the request has been made by the start of December. Another is that because I submitted my request too late in December, I will have to submit it again in January.
However, all things considered, if they do facilitate the transaction based on the submission of the email/​letter shared from Every.org it will feel like a relatively straightforward process for me. However, maybe I’m going to find out later that there are some other complications in the process that I’ve missed?
My understanding is that I can simply need to print and send the letter/​email from Every.org to Interactive Brokers, and they will facilitate the transfer.
One thing to note here is that end-of-year transfers can only be facilitated if the request has been made by the start of December. Another is that because I submitted my request too late in December, I will have to submit it again in January.
However, all things considered, if they do facilitate the transaction based on the submission of the email/​letter shared from Every.org it will feel like a relatively straightforward process for me. However, maybe I’m going to find out later that there are some other complications in the process that I’ve missed?