Get the free Roth IRA conversion authorization for existing Putnam IRAs. Use this form to initiat...
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Roth IRA conversion authorization
C
for existing Putnam IRAs
Return by mail:
Putnam Investments
PO Box 219697
Kansas City, MO 641219697Return by express delivery:
Putnam Investments
430 W 7th Street
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How to fill out roth ira conversion authorization
How to fill out roth ira conversion authorization
01
Obtain the Roth IRA Conversion Authorization Form from your financial institution.
02
Fill out the personal information section, including your name, address, and social security number.
03
Indicate the type of Roth IRA conversion you are performing, such as a traditional IRA to Roth IRA conversion or a 401(k) to Roth IRA conversion.
04
Provide the necessary account information, such as the account number and financial institution details, for both the account you are converting from and the Roth IRA account you are converting to.
05
Specify the amount or percentage of the account balance you wish to convert.
06
Sign and date the form, and make sure to include any additional required signatures or notarization.
07
Submit the completed form to your financial institution either in person, by mail, or through their online platform.
08
Keep a copy of the form for your records.
Who needs roth ira conversion authorization?
01
Anyone who wishes to convert funds from a traditional IRA, SEP IRA, SIMPLE IRA, or 401(k) to a Roth IRA needs Roth IRA conversion authorization.
02
This form is necessary to notify the financial institution of your intention to convert funds and to specify the details of the conversion.
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