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RECHARACTERIZATION REQUEST FORM (INTERNAL) BETWEEN BRIDGEWAY FUNDS INDIVIDUAL RETIREMENT ACCOUNTS Complete when recharacterizing a Traditional or Roth IRA contribution within Bridgeway Funds.PARTICIPANT
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How to fill out bridgeway funds recharacterization request

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How to fill out bridgeway funds recharacterization request

01
Obtain the Bridgeway Funds Recharacterization Request form from the official Bridgeway website or your financial advisor.
02
Fill in your personal information, including your name, account number, and contact details.
03
Specify the investment amount you wish to recharacterize and the specific accounts involved.
04
Indicate the reason for the recharacterization in the provided section.
05
Sign and date the form at the bottom.
06
Submit the completed form to Bridgeway Funds via their designated submission method, whether it be online or via postal mail.

Who needs bridgeway funds recharacterization request?

01
Individuals who have made contributions to a retirement account but wish to change the classification of those contributions.
02
Investors looking to correct or adjust their tax statuses concerning their investments with Bridgeway Funds.
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A Bridgeway Funds recharacterization request is a formal process by which investors can change the classification of their contributions to different funds for tax purposes, typically moving funds from a traditional IRA to a Roth IRA or vice versa.
Individuals who wish to reclassify their retirement account contributions due to tax planning reasons or to optimize investment performance are required to file a Bridgeway Funds recharacterization request.
To fill out a Bridgeway Funds recharacterization request, investors should complete the designated form provided by Bridgeway Funds, include required personal and account information, specify the type of recharacterization, and submit it by the specified deadline.
The purpose of a Bridgeway Funds recharacterization request is to allow investors to alter the tax treatment of their contributions to improve tax efficiency, manage taxable income, or accommodate changes in financial circumstances.
The information typically required includes the investor’s personal details, account numbers, the amount being recharacterized, the date of contribution, and the type of accounts involved in the recharacterization.
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Recharacterization IRA contribution Traditional IRA Roth IRA Bridgeway Funds IRS regulations investment accounts net income attributable form submission tax advisor

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