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LTCRECHARACTERIZATION REQUESTLIBERTY TRUST COMPANY WHEN TO USE THIS FORM Use this form to request the recharacterization of: A Traditional IRA contribution to a Roth IRA contribution A Roth IRA contribution
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How to fill out recharacterization request

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How to fill out recharacterization request

01
Obtain the necessary forms: You will need to obtain the appropriate recharacterization request form from the institution that holds your IRA or retirement account.
02
Fill out personal information: Fill out your personal information, including your name, address, social security number, and account details, as specified in the form.
03
Provide recharacterization details: Indicate the specific details of the recharacterization request, such as the tax year, the type of contribution being recharacterized, and the amount or value of the contribution.
04
Attach supporting documents: If required, attach any supporting documents, such as statements or reports that validate your recharacterization request.
05
Review and sign: Carefully review all the information you have provided, make any necessary corrections, and sign the form.
06
Submit the request: Send the completed recharacterization request form to the appropriate institution or authority as instructed by them.
07
Follow up: Keep track of your request and follow up with the institution or authority if necessary to ensure that your recharacterization request is processed.

Who needs recharacterization request?

01
Individuals who have made contributions to an individual retirement arrangement (IRA) or a retirement account and wish to change the character or type of those contributions may need a recharacterization request.
02
This could be individuals who have made a contribution to a traditional IRA but later decide to recharacterize it as a contribution to a Roth IRA, or vice versa.
03
Recharacterization requests are also applicable for those who have made contributions to an employer-sponsored retirement account, such as a 401(k), and want to change the character or type of those contributions.
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Recharacterization request is a request made to change the type of contribution made to a retirement account.
Individuals who have made a contribution to a retirement account and wish to change the type of contribution are required to file a recharacterization request.
To fill out a recharacterization request, individuals must provide their personal information, details of the contribution being recharacterized, and reasons for the request.
The purpose of a recharacterization request is to change the type of contribution made to a retirement account in order to comply with tax rules and regulations.
Information such as the type of contribution being recharacterized, the original contribution amount, and the new contribution type must be reported on a recharacterization request.
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