I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?

Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation.

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We got Susan from Sandy hi Joe and Alan my husband is funny in a SEP IRA that he was able to save when he had a small business year ago he no longer has that business just his regular income which is reported on a w-2 as he cannot add any more savings to the SEP he was thinking about converting this to a Roth IRA this year he will have to pay the taxes on the conversion but is it possible for him to convert straight from his SEP IRA to his Roth Susan yes the answer is yes absolutely, but you would want to be careful I guess I mean what's the balance of the SEP IRA yeah be what tax bracket are you sure I mean you got to ask a few more questions and I think that's a great question because a lot of times when you're reading or listening to pundits the talk about you could do an IRA to Roth conversion you could also do a SEP IRA to a Roth conversion you can do 401k balance to a Roth conversion if it's you can sort of take any retirement account I'm going to convert it to a Robert yeah righ

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I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?
Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation.

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Lincoln Ira Form

How it works

What makes the lincoln financial forms legally binding?

How to protect your lincoln financial distribution request form when completing it online?

Quick guide on how to complete lincoln financial group forms

How you can complete the Distribution request — nonqualified/IRA/Roth/ SEP/sparse — Lincoln ... form online:

Create this form in 5 minutes or less

Video instructions and help with filling out and completing Lincoln Ira Form

Instructions and help about lincoln financial withdrawal forms

FAQs lincoln financial annuity distribution request form

Related searches to lincoln financial distribution request

Create this form in 5 minutes!

How to create an eSignature for the lincoln financial cash distribution request

How to generate an electronic signature for your Distribution Request Nonqualifiediraroth Sparse Lincoln in the online mode

How to generate an signature for your Distribution Request Nonqualifiediraroth Sparse Lincoln in Chrome

How to create an electronic signature for putting it on the Distribution Request Nonqualifiediraroth Sparse Lincoln in Gmail

How to create an electronic signature for the Distribution Request Nonqualifiediraroth Sparse Lincoln right from your smartphone

How to make an signature for the Distribution Request Nonqualifiediraroth Sparse Lincoln on iOS

How to generate an signature for the Distribution Request Nonqualifiediraroth Sparse Lincoln on Android

How to generate an electronic signature for your Distribution Request Nonqualifiediraroth Sparse Lincoln in the online mode

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Lincoln Ira Form

How it works

What makes the lincoln financial forms legally binding?

How to protect your lincoln financial distribution request form when completing it online?

Quick guide on how to complete lincoln financial group forms

How you can complete the Distribution request — nonqualified/IRA/Roth/ SEP/sparse — Lincoln ... form online:

Create this form in 5 minutes or less

Video instructions and help with filling out and completing Lincoln Ira Form

Instructions and help about lincoln financial withdrawal forms

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Related searches to lincoln financial distribution request

Create this form in 5 minutes!

How to create an eSignature for the lincoln financial cash distribution request

How to generate an electronic signature for your Distribution Request Nonqualifiediraroth Sparse Lincoln in the online mode

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How to create an electronic signature for putting it on the Distribution Request Nonqualifiediraroth Sparse Lincoln in Gmail

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