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IRA DAYTIME PHONE NUMBER Tax Year of First Roth IRA Contribution/Conversion: DISTRIBUTION REASON Select One. (For further information, see Additional Information included with this form.) l Recharacterization of Contribution/Conversion for Tax Year l Correction of Excess Contribution for Tax Year For Traditional, Roth, and SIMPLE IRAs l Early Distribution from a Roth IRA l Age 59½ or Older (Normal for Traditional IRAs) l Death l Disability l Revocation l Transfer to another IRA l...
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Okay congratulations you got your 401k establish you've established your checking account now it's time to start moving the assets into the retirement plan how do you do that well we've got a form for doing this and let's just walk through this step by step now first big warning on this form and the whole process many times your current investments will have surrender fees you need to make sure that you know what if any surrender fees are going to be due by moving these assets over to your brand-new self-directed retirement plan other issue to be aware of chances are your current custodian or your employer already has a form they want you to fill out in order to request those funds if that's the case by all means use the form you don't need to use this form other aspect whoever we set up the checking account with let's say as well as Fargo they aren't your custodian they aren't your third-party administrator their role is strictly to be the checking account provider for you so if your

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