ContractRoth Ira Conversion Agreement • February 12th, 2020
You should use this form to convert an existing TIAA-CREF Funds Traditional IRA to a Roth IRA. If you are converting a Traditional IRA from another custodian, you must complete both this IRA Conversion Form and the IRA Asset Transfer Form.
BETWEEN VOYA INVESTMENT MANAGEMENT INDIVIDUAL RETIREMENT ACCOUNTSRoth Ira Conversion Agreement • May 24th, 2021
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Voya Investment Management. 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).
