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O. Box 9772 Providence RI 02940 Overnight Mail c/o BNY Mellon Investment Servicing U.S. Inc. 4400 Computer Drive Westboro MA 01581 1-800-992-0180. RECHARACTERIZATION REQUEST FORM - INTERNAL BETWEEN VOYA INVESTMENT MANAGEMENT INDIVIDUAL RETIREMENT ACCOUNTS Complete when recharacterizing a Traditional or Roth IRA contribution or to recharacterize a Roth IRA conversion contribution within Voya Investment Management. A recharacterized contribution is reported as a distribution from the first IRA...
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What is recharacterization request form?
The recharacterization request form is a form used to change the designation of a contribution from one type of account to another.
Who is required to file recharacterization request form?
Individuals who have made contributions to an IRA or Roth IRA and wish to change the designation of those contributions are required to file a recharacterization request form.
How to fill out recharacterization request form?
To fill out a recharacterization request form, individuals must provide their personal information, details of the contribution being recharacterized, and specify the new type of account for the contribution.
What is the purpose of recharacterization request form?
The purpose of the recharacterization request form is to allow individuals to correct errors or change their mind about the type of account to which they made a contribution.
What information must be reported on recharacterization request form?
The recharacterization request form must include information about the original contribution, the account it was made to, and the new account to which the contribution is being recharacterized.
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