Get the free IRA Recharacterization Request Form

Franklin Templeton IRA Re characterization Request FormComplete this form to recharacterize a contribution to a Fiduciary Trust International of the South (FT IOS) Traditional or Roth IRA, or to recharacterize a

How to fill out ira recharacterization request form

How to fill out ira recharacterization request form

1. To fill out an IRA recharacterization request form, follow these steps:
2. Obtain the necessary form from your IRA custodian or financial institution. The form may also be available for download from their website.
3. Fill in your personal information, including your name, address, and contact details.
4. Provide your IRA account details, such as the account number and type of IRA (Traditional IRA, Roth IRA, etc.).
5. Indicate the reason for the recharacterization request, whether it is a contribution or conversion recharacterization.
6. Include the specific amount or percentage you wish to recharacterize from one IRA to another.
7. Attach any supporting documentation required by your IRA custodian, such as a copy of the original contribution or conversion records.
8. Review the completed form for accuracy and completeness, ensuring all required fields are filled.
9. Sign and date the form.
10. Submit the form to your IRA custodian or financial institution through the designated channels, such as by mail or online submission.
11. Keep a copy of the filled-out form for your records.

Who needs ira recharacterization request form?

1. Individuals who have made contributions or conversions to their Individual Retirement Accounts (IRAs) and wish to change the type of IRA or move the funds from one IRA to another may need to fill out an IRA recharacterization request form.
2. This form is typically required by the IRA custodian or financial institution to facilitate the transfer or reclassification of funds within the IRA accounts.
3. It is recommended to consult with a financial advisor or tax professional to determine if completing an IRA recharacterization request form is necessary in your specific situation.

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