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CHARACTERIZATION REQUEST FORM (INTERNAL) BETWEEN AQUILA GROUP OF FUNDS INDIVIDUAL RETIREMENT ACCOUNTS Complete when recharacterizing a Traditional or Roth IRA contribution within Aquila Group of Funds.
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How to fill out voya-ira-recharacterization-request-form-external

01
To fill out the Voya IRA Recharacterization Request Form (External), follow these steps:
02
Download the form from the official website of Voya Financial.
03
Provide your personal information, including your name, address, social security number, and date of birth.
04
Fill in the details of your original IRA contribution, including the amount and date of contribution.
05
Indicate the reason for recharacterization and the type of recharacterization you are requesting.
06
If applicable, provide the details of the IRA account to which you want to recharacterize the contribution.
07
Sign and date the form.
08
Submit the completed form to Voya Financial through the designated channel.
09
Keep a copy of the form for your records.

Who needs voya-ira-recharacterization-request-form-external?

01
Anyone who wants to recharacterize their IRA contribution made to Voya Financial needs the Voya IRA Recharacterization Request Form (External). This form is required to request a change in the type or destination of a previous IRA contribution. It is typically used when correcting a contribution made to the wrong account or changing the tax treatment of the contribution. It is essential for individuals who have made an incorrect contribution or want to make adjustments to their IRA investment strategy.
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The Voya IRA Recharacterization Request Form is a document used by individuals to recharacterize their IRA contributions, allowing them to change the type of IRA their contributions are associated with.
Individuals who wish to change their prior IRA contributions from a Roth IRA to a Traditional IRA or vice versa must file the Voya IRA Recharacterization Request Form.
To fill out the form, individuals need to provide their personal information, specify the account type being recharacterized, and indicate the amount to be recharacterized, along with their signature.
The purpose of the form is to facilitate the recharacterization of IRA contributions, allowing individuals to correct contributions made to an IRA type that may not suit their financial circumstances.
The form requires personal details such as name, address, Social Security number, the amount to be recharacterized, and the specific IRA account numbers involved.
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