Common Contracts
1 similar Roth Ira Conversion Request Form contracts
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL) BETWEEN SIT MUTUAL FUNDS INDIVIDUAL RETIREMENT ACCOUNTSRoth Ira Conversion Request Form • November 1st, 2018
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Sit Mutual Funds. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans.
