Get Complete This Form To Recharacterize A Contribution To A Fiduciary Trust International Of The South

This guide provides clear and supportive instructions for completing the form to recharacterize a contribution to a Fiduciary Trust International of the South. Whether you are new to this process or require a refresher, we will walk you through each step to ensure a successful submission.

Follow the steps to complete your recharacterization request efficiently.

1. Press the ‘Get Form’ button to access the necessary form and open it for editing.
2. In the 'Account Owner Information' section, enter your first name, middle initial, last name, suffix, and social security number or individual taxpayer identification number. Follow this by filling in your date of birth, residential address, city, state, and ZIP code. If your mailing address is different, include that information as well.
3. Proceed to fill in your primary and alternate phone numbers to ensure we can reach you if necessary.
4. In the 'Recharacterization Transactions' section, select either Option A, B, or C based on your recharacterization goals. Fill in the contribution amount or the percentage (100%) you wish to recharacterize and provide the date of the original transaction.
5. For each option, make sure to include the corresponding fund number, if applicable, as well as the account number associated with your IRA accounts.
6. Sign and date the 'Account Owner’s Authorization' section to confirm that you understand the implications of the recharacterization and that all information provided is correct.
7. Finally, you can save your changes, download the completed form, print it out, or share it as needed before submitting to the appropriate address based on your geographical location.

Complete your recharacterization request and manage your contributions online today!