Roth Conversion Request Form

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Client Use: Yes
Literature Code: RIRA-FCONV
Format: PDF (538k)
Publication Date: 03/18
Next Update: 03/19
Use this form to convert your Traditional, SEP or SIMPLE IRA to a Roth IRA. If you don't already have a Roth IRA, you'll also need to complete an IRA application form to complete the conversion.