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R E C H A R A C T E R I Z AT I O N R E Q U E S T F O R M (E × T E R N A L)Complete when recharacterizing a contribution from another institution to an AMG Funds IRA. PARTICIPANT Information Name

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How to fill out recharacterization what it is

01

Determine the type of account that needs recharacterization (IRA, Roth IRA, etc.)

02

Obtain the necessary forms from the financial institution where the accounts are held.

03

Fill out the forms completely and accurately, being sure to specify the contribution you are recharacterizing and the new account type.

04

Submit the completed forms to the financial institution for processing.

05

Keep records of the recharacterization for tax purposes.

Who needs recharacterization what it is?

01

Individuals who have made contributions to an IRA or Roth IRA that they later wish to change or 'recharacterize.'

02

Recharacterization is typically used when an individual realizes they made a mistake in their contribution, such as contributing to the wrong type of account or contributing more than allowed.

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What is recharacterization what it is?

Recharacterization is the process of changing the characterization of certain financial transactions or contributions, typically for tax purposes.

Who is required to file recharacterization what it is?

Individuals or entities who have engaged in financial transactions that may benefit from recharacterization are required to file for recharacterization.

How to fill out recharacterization what it is?

To fill out recharacterization, individuals or entities must provide detailed information about the transaction or contribution in question and explain why they believe it should be recharacterized.

What is the purpose of recharacterization what it is?

The purpose of recharacterization is to ensure that financial transactions are accurately reflected for tax purposes and to potentially reduce tax liabilities.

What information must be reported on recharacterization what it is?

The information required to be reported on recharacterization includes details about the original transaction, the proposed recharacterization, and any supporting documentation.

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