Common Contracts
1 similar Roth Ira Conversion Request Form contracts
ROTH IRA CONVERSION REQUEST FORM – (INTERNAL)Roth Ira Conversion Request Form • February 16th, 2023
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, 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
