Get Nfcu Roth Simplifier Application Form

The Nfcu Roth Simplifier Application Form is essential for initiating a conversion from a Traditional or SEP IRA to a Roth IRA. This guide provides comprehensive guidance on filling out this form online, ensuring that users can navigate each section with confidence.

Follow the steps to complete the form effectively.

1. Click the ‘Get Form’ button to begin the process of obtaining the Nfcu Roth Simplifier Application Form.
2. In the Member Information section, fill in your full name, current home address, social security number or ITIN, date of birth, and phone numbers.
3. Proceed to the IRA to Roth Conversion section. Here, you will answer specific questions regarding your eligibility for conversion. Ensure all responses to questions are marked as ‘No’ for eligibility.
4. Choose whether you wish to convert all or part of your Traditional IRA balance to a Roth IRA. Indicate your selection accordingly.
5. Fill out the Withholding Election section by selecting your preference for federal and state tax withholding from your IRA distribution.
6. In the Navy Federal Traditional to Roth Conversion Instructions section, provide your Traditional IRA number and the amount you wish to convert to a Roth IRA.
7. Sign and date the form in the Signature section, confirming that you understand the conversion rules and accept the associated responsibilities.
8. Once you have filled out all necessary sections, review your information for accuracy. You can then save your changes, download, print, or share the completed form as needed.

Get started on your application online today!