Common Contracts
1 similar Roth Ira Conversion Request Form contracts
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL)Roth Ira Conversion Request Form • January 29th, 2024
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Meridian 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).
