Common Contracts
4 similar null contracts
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL)April 21st, 2023
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Bridgeway Funds. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans; 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL)March 29th, 2023
Use this form to convert a traditional, SEP or SIMPLE (after the required two-year holding period) Individual Retirement Account (“IRA”) within Tweedy, Browne Fund Inc. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans; 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL) BETWEEN VOYA INDIVIDUAL RETIREMENT ACCOUNTSJanuary 31st, 2023
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Voya. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans; 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
ROTH IRA CONVERSION REQUEST FORM - (INTERNAL) BETWEEN POLEN FUNDS INDIVIDUAL RETIREMENT ACCOUNTSNovember 28th, 2022
Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) Individual Retirement Account (“IRA”) within Polen Funds. If establishing a new Roth IRA, attach a completed Roth Individual Retirement Account Application and Adoption Agreement. This form is not intended for initiating conversions from employer sponsored plans; 401(k) or 403(b) plans (contact your plan’s administrator for instructions).
