This form contains all the information necessary to document a conversion of a Traditional IRA to a Roth IRA. This clear, comprehensive, easy-to-use form may be used to document the rollover, transfer, or conversion of a Traditional IRA to a Roth IRA. Additionally, a "federal income tax withholding election" is included to save you the trouble and cost of providing a separate election form. A withholding notice is printed on the reverse side of this form. Imprinting includes up to 4 lines of type (black ink). Two-part, two-sided, black ink, 8 1/2 x 11. |
