Get Roth Ira Conversion Authorization - Sentinel Investments

This guide provides clear, step-by-step instructions for completing the Roth IRA Conversion Authorization form from Sentinel Investments. Whether you are converting a Traditional IRA or transferring funds from another institution, this resource will help you navigate the process with ease.

Follow the steps to fill out the Roth IRA Conversion Authorization form accurately.

1. Click ‘Get Form’ button to obtain the Roth IRA Conversion Authorization - Sentinel Investments form and open it in the editor.
2. In the first section, please tell us about yourself. Fill in your name (first, middle initial, last), date of birth, social security number, street address, city, state, daytime phone number, email, zip code (+4), and evening phone number.
3. For the instructions to Sentinel Funds, choose either option A or B. If withholding is applicable, indicate the federal income tax withholding percentage or choose to not withhold federal tax from your distribution. Confirm your understanding of tax liabilities associated with the conversion.
4. In section A, decide whether you want to convert your entire Traditional IRA or just a partial amount. If opting for a full account conversion, list the fund names and account numbers. For a partial conversion, specify each fund along with the corresponding amounts to convert.
5. In section B, if converting from another financial institution, provide the required details about the current financial institution, including their name, address, telephone number, and the account information of the funds being transferred.
6. Review the Certification and Signature section. Authorize the conversion by signing and dating the form. If required, obtain a Medallion Signature Guarantee.
7. Complete the instructions for the resigning custodian/trustee section, detailing how to liquidate accounts and issue checks to Sentinel Investments.
8. After completing all sections, you can save changes, download, print, or share the form as needed.

Complete your Roth IRA Conversion Authorization online for a smooth transition to your new Sentinel Roth IRA.