Updated with new Form W-4R, Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions 
 

UPDATED FOR SECURE ACT OF 2019!  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.