This form is used to authorize the transfer of Traditional IRA or Roth IRA funds from a previous trustee/custodian to a Roth IRA with your organization. It contains an acceptance section, in which the receiving Roth IRA trustee/custodian agrees to accept the transferred assets for deposit to a Roth IRA. For use when transferring a Traditional IRA to a Roth IRA, a "federal income tax withholding election" is included to save you the trouble and cost of providing a separate election form. A withholding notice (instructions for Form W-4P) is printed on the reverse side of this form. Imprinting includes up to 4 lines of type (black ink). Three-part, two-sided, black ink, 8 1/2 x 11. |
