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Get Request For Transfer Or Conversion To An Ira For ... - Bankdirect
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How to fill out the Request For Transfer Or Conversion To An IRA For ... - BankDirect online
This guide provides clear and comprehensive instructions on how to complete the Request For Transfer Or Conversion To An IRA For ... - BankDirect form. By following these steps, you will ensure a smooth transfer or conversion of your individual retirement account assets.
Follow the steps to accurately complete your form.
- Click the ‘Get Form’ button to access the Request For Transfer Or Conversion To An IRA For ... - BankDirect form. This will open the form in your online editor.
- Begin by filling out the IRA owner information section. Enter your full name, address, city, state, and zip code. Include your social security number, date of birth, daytime phone number, and optional email address.
- Select the type of transaction by marking either A (Transfer) or B (Conversion). Specify the exact type of accounts involved, such as Traditional IRA to Traditional IRA or SIMPLE IRA to Roth IRA.
- In the Transferor Custodian/Trustee Request section, provide the name and address of your current IRA custodian or trustee, along with their phone number and your IRA account number.
- Indicate your transfer or conversion instructions. Choose to either transfer your entire IRA balance or a specific portion. If selecting a portion, specify the amount.
- Select the payment schedule and investment preferences. Choose if you want to liquidate investments immediately, send them in kind, or follow a different schedule as outlined.
- Fill out the delivery instructions section, providing the transferee IRA account number and the required details for check issuance or certificate registration.
- Complete the withholding election. Specify if you want to withhold federal and state income taxes, and if applicable, any additional amounts.
- Review the signatures section. Sign and date the form to certify that the information is accurate and that you understand your responsibilities regarding the transfer or conversion.
- Finally, save your changes. You may choose to download, print, or share the completed form as needed.
Complete your Request For Transfer Or Conversion To An IRA For ... - BankDirect form online today!
File Form 1099-R for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from: Profit-sharing or retirement plans. Any individual retirement arrangements (IRAs). Annuities, pensions, insurance contracts, survivor income benefit plans.
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