IRA Information and Forms

 

Traditional IRA Forms

Roth IRA Forms

Coverdell ESA Forms

General Forms

Form/Booklet - Purpose

 

Traditional IRA Application - Open a Traditional IRA

 

Withdrawal Instruction - Document an IRA distribution

 

Contribution and Investment Selection - Document an IRA contribution

 

Post 70.5 Payment Election - Select RMD payment method when age 70.5 or older

 

Periodic Payment Changes - Document changes to scheduled IRA payments

 

Periodic Payments Before Age 70.5 - Select regularly scheduled IRA payments when younger than age 70.5

 

Change Notice - Document changes to IRA owner information or account status

 

Trust Certification for Periodic Payments - Certify a trust is qualified for RMD calculations

 

Transfer Request - Request a transfer of Traditional IRA assets

 

Required Minimum Distribution at age 70.5 - Explains RMD options for IRA owners attaining age 70.5

 

Required Minimum Distribution After Age 70.5 - Exaplins RMD options for IRA owners over age 70.5

 

Beneficiary Payment Options (Death After Age 70.5) - Explains payment options for IRA beneficiaries when

                                                                                           owner dies on or after age 70.5

 

Beneficiary Payment Options (Death Before Age 70.5) - Explains payment options for IRA beneficiaries when

                                                                                              owner dies before age 70.5

Form/Booklet - Purpose

 

Roth IRA Application - Open a Roth IRA

 

Withdrawal Instruction - Document an IRA distribution

 

Contribution and Investment Selection - Document an IRA contribution

 

Change Notice - Document changes to IRA owner information or account status

 

Transfer Request - Request a transfer of Roth IRA assets

 

Beneficiary Payment Options - Explains payment options for Roth beneficiaries

Form/Booklet - Purpose

 

Coverdell ESA Application - Open a Coverdell ESA

 

Withdrawal Instruction - Document an ESA distribution

 

Contribution and Investment Selection - Document an ESA contribution

 

Change Notice - Document changes to IRA owner information or account status

 

Direct Transfer Instructions - Request a transfer of ESA assets

 

Transfer Request - Request a transfer of Coverdell ESA assets

 

Death Beneficiary Designation/Change - Designate or change ESA death beneficiaries

 

Death Beneficiary Designation Addendum - Designate additional ESA death beneficiaries

 

 

 

 

Form/Booklet - Purpose

 

Death Beneficiary Designation/Change - Designate or change account beneficiaries

 

Death Beneficiary Designation Addendum - Designate additional account beneficiaries

 

Direct Transfer Instructions - Request a transfer of account assets

 

Death Notice - Report the death of the account owner

 

Incoming Beneficiary Account Transfer - Document an incoming beneficiary account

 

Inherited IRA Beneficiary Designation - Designate or change beneficiaries for an inherited IRA

 

Beneficiary Periodic Payment Change - Change a current beneficiary periodic payment election

 

Contribution Recharacterization - Recharacterize a Traditional or Roth IRA contribution (irrevocable)

 

Trust Certification for Death - Certify a trust is qualified for life expectancy payment calculations

 

Special Contributions - Document special contributions made to Traditional IRA or Coverdell ESA

 

IRA Direct Rollover Reqest - Request a direct movement of assets from an employer-sponsored retirement plan

                                                 to an IRA

 

 

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