Common use of Recharacterization of an existing IRA Clause in Contracts

Recharacterization of an existing IRA. □ If Constellation Trust Company is the current Custodian, please provide current Xxxx XXX Account Number: . Indicate amount recharacterized, if less than entire account balance: $ . (If no amount is inserted here, we will recharacterize the entire account balance.) If current Xxxx XXX is with another custodian or trustee, please complete the IRA Transfer of Assets Form.