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(200721450W) Conversion of Plan RCPT# For Submitter (For self submissions, please check this box and skip this section.) Name Contact No NP ID SELF For Purchaser Date YYY / M M M / /D DD D M ERIC/Passport

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What is conversion of plan rcptn?

Conversion of plan rcptn refers to the process of transforming a retirement plan from one type to another, such as converting from a traditional IRA to a Roth IRA.

Who is required to file conversion of plan rcptn?

Individuals who decide to convert their retirement plan are required to file conversion of plan rcptn.

How to fill out conversion of plan rcptn?

To fill out conversion of plan rcptn, individuals need to provide information about the current plan type, the desired plan type, and any relevant financial details.

What is the purpose of conversion of plan rcptn?

The purpose of conversion of plan rcptn is to allow individuals to make changes to their retirement plans in order to better suit their financial goals.

What information must be reported on conversion of plan rcptn?

Information such as the account owner's name, account number, current plan type, desired plan type, and any tax implications must be reported on conversion of plan rcptn.

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