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GOYA ROTH INDIVIDUAL RETIREMENT ACCOUNT (IRA) CERTIFICATION OF DIRECT ROLLOVER OF ASSETS FROM A 529 PLAN This form is needed to complete a direct rollover from a 529 Plan account to a Goya Investment

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How to fill out roth-ira-certification-of-direct-rollover-of-assets-from-a-529

01

Obtain the Roth IRA Certification of Direct Rollover of Assets from a 529 form from your financial institution.

02

Fill out your personal information including your full name, address, and social security number.

03

Provide details regarding the rollover, including the amount being rolled over and the account numbers of both your Roth IRA and 529 plan.

04

Sign and date the form, certifying that the information provided is accurate.

05

Submit the completed form to your financial institution for processing.

Who needs roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

01

Individuals who are transferring funds from a 529 plan to a Roth IRA need the Roth IRA Certification of Direct Rollover of Assets form.

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What is roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

Roth IRA certification of direct rollover of assets from a 529 refers to the process of transferring funds from a 529 savings plan to a Roth IRA account.

Who is required to file roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

Individuals who have performed a direct rollover of funds from a 529 plan to a Roth IRA are required to file this certification form.

How to fill out roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

The form must be completed with the necessary information regarding the direct rollover, including details of the 529 plan and the Roth IRA account.

What is the purpose of roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

The purpose of the certification is to report the transfer of funds from a 529 plan to a Roth IRA for tax purposes.

What information must be reported on roth-ira-certification-of-direct-rollover-of-assets-from-a-529?

Details of the 529 plan from which the funds were transferred, the amount of the rollover, and information about the receiving Roth IRA account.

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