IRA Forms & Documents

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

UPDATED FOR SECURE ACT OF 2019!  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. 


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