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Schwab Custodial IRA Account Preregistration Application CLEAR www.schwab.com 1-800-435-4000 (inside the U.S.) +1-415-667-5009 (outside the U.S.) 1-888-686-6916 (multilingual services) Page 1 of 4
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How to fill out custodial ira reregistration form
How to fill out custodial IRA reregistration form:
01
Obtain the custodial IRA reregistration form from your custodian or financial institution. This form is typically available on their website or can be requested from their customer service.
02
Fill in your personal information accurately and completely. This includes your full name, address, social security number or taxpayer identification number, date of birth, and contact information.
03
Provide details about your existing custodial IRA account. Include the account number and any relevant information required by the form, such as the name of the custodian or financial institution where the account is held.
04
Indicate the type of reregistration you are requesting. This could include converting a traditional IRA to a Roth IRA, changing the custodian or financial institution, or updating beneficiary designations.
05
Follow the instructions provided on the form regarding any additional information required. This may include providing documentation or supporting evidence for certain changes or conversions.
06
Review the completed form thoroughly for accuracy and completeness. Make sure all fields are filled in properly and all required documents are attached, if applicable.
07
Sign and date the custodial IRA reregistration form according to the instructions provided. Some forms may require a witness or a notary public to witness your signature.
08
Submit the completed form to your custodian or financial institution. Follow their instructions on how to submit the form – this may involve mailing it, faxing it, or submitting it electronically through their website.
Who needs custodial IRA reregistration form?
01
Individuals with an existing custodial IRA account who need to make changes to their account details or convert it to a different type of IRA.
02
Investors who wish to transfer their custodial IRA from one financial institution to another.
03
Those who want to update their beneficiary designations or make other changes to the ownership structure of their custodial IRA.
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