ROTH IRA CONVERSION REQUEST FORM - (INTERNAL) BETWEEN PAYDEN FUNDS INDIVIDUAL RETIREMENT ACCOUNTSRoth Ira Conversion Request • August 7th, 2024
Use this form to convert a traditional or SEP Individual Retirement Account (“IRA”) within Payden 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).
