This form is used to authorize the direct rollover/conversion of assets from a workplace retirement plan to a Roth IRA. It is a direct rollover if the assets are being moved from a Designated Roth Account (a Roth 401(k) or 403(b) plan) to a Roth IRA. It is a direct conversion if the assets are being moved from a workplace retirement plan other than a Designated Roth AcÂcount to a Roth IRA. This form has a section that is completed by the Roth IRA trustee/custodian to accept the funds. ImprintÂing includes up to 4 lines of type (black ink). Two-part, one-sided, black ink, 8Â½ x 11.
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