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CUSTODIAL FEE SCHEDULECONVERSION REQUEST FORM
Effective 1/20241. CNB ACCOUNT INFORMATION
CNB Traditional or SEP IRA to be Converted:
Account Owners Name
Current CNB Account #
Social Security NumberReceiving
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How to fill out converting your 401k or
How to fill out converting your 401k or
01
Contact your HR department or 401k provider to get information on the conversion process
02
Review the options for converting your 401k, such as rolling it over into an IRA or cashing it out
03
Consider the tax implications and potential fees associated with the conversion
04
Fill out any necessary paperwork and submit it to complete the conversion process
Who needs converting your 401k or?
01
Individuals who are changing jobs and want to move their 401k to a new retirement account
02
People who are looking to take control of their retirement savings and make investment decisions on their own
03
Those who are nearing retirement age and want to explore different options for managing their retirement funds
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What is converting your 401k or?
Converting your 401k refers to the process of rolling over funds from a traditional 401k into a Roth 401k or an IRA.
Who is required to file converting your 401k or?
Individuals who want to convert their 401k funds to a Roth 401k or IRA are required to file the necessary paperwork.
How to fill out converting your 401k or?
To fill out the paperwork for converting your 401k, you will need to contact your plan administrator or financial institution to request the necessary forms and instructions.
What is the purpose of converting your 401k or?
The purpose of converting your 401k is to potentially take advantage of tax benefits or investment opportunities offered by a Roth 401k or IRA.
What information must be reported on converting your 401k or?
When converting your 401k, you must report the amount being rolled over, the source of the funds, and any applicable tax withholding.
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