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CONVERSION REQUEST FORM TRADITIONAL IRA TO ROTH IRA
INSURER: FIDELITY & GUARANTY LIFE INSURANCE COMPANY
FIDELITY & GUARANTY LIFE INSURANCE COMPANY OF NEW YORK
Policy NumberOwner Asocial Security Number
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How to fill out conversion request form -traditional
How to fill out conversion request form -traditional
01
Obtain a physical copy of the conversion request form -traditional from the appropriate office or online.
02
Fill out your personal information such as name, address, and contact details.
03
Provide details about the conversion you are requesting, such as the type of conversion and any relevant account numbers.
04
Sign and date the form to confirm your request.
05
Submit the completed form to the designated office or email address.
Who needs conversion request form -traditional?
01
Individuals who prefer to submit conversion requests using traditional paper forms.
02
Those who do not have access to online conversion request forms or prefer physical documentation.
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What is conversion request form -traditional?
The conversion request form -traditional is a document used by participants of a traditional retirement plan to request a conversion of their account balances or benefits to another retirement plan, such as a Roth IRA.
Who is required to file conversion request form -traditional?
Individuals who wish to convert their traditional retirement plan accounts to a different type of account, usually a Roth IRA, are required to file the conversion request form -traditional.
How to fill out conversion request form -traditional?
To fill out the conversion request form -traditional, you should provide personal information such as your name, contact details, account information, and specify the amount to be converted. You may also need to provide signatures to authorize the conversion.
What is the purpose of conversion request form -traditional?
The purpose of the conversion request form -traditional is to facilitate the transfer of funds from a traditional retirement account to another account type, allowing individuals to manage their retirement savings more effectively.
What information must be reported on conversion request form -traditional?
The conversion request form -traditional must include personal identification information, account numbers, the specific amounts to be converted, and any relevant tax information.
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