Roth Conversion Request Form

PDF
Download
Add to Cart
Mailed hardcopies are unavailable for this item

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.