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IRA Fundamentals

Angie Taylor

Please match the forms with the correct purposes

Traditional IRA Simplifier Document changes to IRA owner information or account status
Traditional & SIMPLE IRA Withdrawal Authorization Designate additional account beneficiaries
Contribution and Investment Selection Document an IRA distribution
Change Notice Request a transfer of Roth IRA assets to a Roth IRA
Direct Transfer Instructions  Request a direct movement of assets from an employer-sponsored retirement plan to an IRA.
Traditional & SIMPLE IRA Transfer Request Designate or change account beneficiaries
IRA Direct Rollover Request Document an ESA distribution
Roth IRA Simplifier Request a transfer of Traditional IRA or SIMPLE IRA assets to a Traditional IRA or SIMPLE IRA
Roth IRA Transfer Request Request a direct movement of assets from an employer-sponsored retirement plan to an IRA.
IRA Direct Rollover Request Document an IRA contribution
Beneficiary Designation/Change Open a Traditional IRA
Beneficiary Addendum Request a direct movement of assets from an employer-sponsored retirement plan to an IRA
Contribution Recharacterization Open a Roth IRA
IRA Direct Rollover Request Request a direct rollover of QRP assets or a transfer of IRA assets to a Traditional IRA or Roth IRA
ESA Withdrawal Authorization Recharacterize a Traditional or Roth IRA contribution (an irrevocable election)

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