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Traditional Roth SEP SIMPLE IRA CHARACTERIZATION REQUEST West Ohio United Methodist Credit Union Name MEMBER INFORMATION Member s Name Street Address Home Phone Number Social Security Number City

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What is current ira trusteecustodian?

Current IRA trustee/custodian is the financial institution or entity responsible for holding and managing the assets in an individual's IRA account.

Who is required to file current ira trusteecustodian?

Individuals who have an IRA account are required to report their current IRA trustee/custodian to the IRS.

How to fill out current ira trusteecustodian?

To fill out the current IRA trustee/custodian, individuals need to provide the name, address, and contact information of their financial institution or entity managing their IRA account.

What is the purpose of current ira trusteecustodian?

The purpose of reporting the current IRA trustee/custodian is to ensure that the IRS has accurate information about where the individual's IRA funds are held.

What information must be reported on current ira trusteecustodian?

The information that must be reported includes the name, address, and contact information of the current IRA trustee/custodian.

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