Type of IRA Sample Clauses
Type of IRA. (Check only one; use a separate form for each type of account) Traditional IRA Rollover IRA SEP-IRA* (must attach Employer’s IRS Form 5305-SEP) ▇▇▇▇ ▇▇▇ Inherited IRA Inherited ▇▇▇▇ ▇▇▇ For SEP-IRA* only: Employer Information Employer’s Name Telephone | | | Employer’s Address City State Zip Code
Type of IRA. If no tax year is indicated, we will assume it is for the current tax year. Refer to disclosure statement for eligibility requirements and contribution limits. ❍ Traditional IRA Account ❍ For tax year ❍ IRA to IRA Transfer (please complete IRA Transfer Form) ❍ Rollover (shareholder had receipt of funds) ❍ Inherited IRA – Name of Decedent Date of Death Date of Birth ❍ IRA Rollover Account ❍ Rollover IRA to Rollover IRA ❍ Direct Rollover from qualified plan – complete any additional form(s) required by your Plan Administrator. Please check the type of qualified plan: ❍ Corporate ❍ Pension ❍ Profit Sharing Plan ❍ 401(k) ❍ 403(b) ❍ Other:
Type of IRA. (Check ONE) ❑ Traditional IRA ❑ Traditional IRA Rollover (Must also complete a Rollover Certification Form) ❑ Beneficiary IRA
Type of IRA. The Interest will be held by an Individual Retirement Account / ▇▇▇▇▇ / SEP (collectively, “IRA”) (IRA Investors must have the IRA custodian/trustee sign this Agreement on behalf of the IRA). The Interest will be held under the following type of ownership: ☐ IRA ☐ ▇▇▇▇▇ ☐ SEP
Type of IRA. ❍ Traditional IRA ❍ Rollover IRA ❍ ▇▇▇▇ ▇▇▇ ❍ SEP IRA (The employer’s IRS Form 5305-SEP must be attached) EMPLOYER INFORMATION (required for SEP IRA only) Employer Name Phone Number Address City State Zip Code Current Year: $ Prior Year: $ If SEP IRA, Employer Contribution: $ ❍ 60 Day Rollover check. Type of IRA or Qualified Plan being rolled over: ❍ Direct Rollover from 401(k), 403(b), 457 Plan or other Qualified Plan (excluding a Designated ▇▇▇▇ Contribution Account) to a traditional IRA ❍ Direct Rollover from a Designated ▇▇▇▇ Contribution Account to a ▇▇▇▇ ▇▇▇ ❍ Qualified Rollover Contribution (conversion) into a ▇▇▇▇ ▇▇▇ from a 401(k), 403(b), 457 Plan or other Qualified Plan ❍ Traditional or SEP IRA transfer of assets held at another institution ❍ ▇▇▇▇ ▇▇▇ transfer of assets held at another institution CONVERSIONS OR RECHARACTERIZATIONS – Enclosed is a: ❍ Check or ❍ ▇▇▇▇ ▇▇▇ Conversion Form or Recharacterization Form ❍ ▇▇▇▇ conversion rollover from an IRA ❍ Recharacterization contribution (the proceeds of a distribution from a traditional IRA or ▇▇▇▇ ▇▇▇ at another institution)
Type of IRA. Select one – Some types of accounts require additional information which has been noted Traditional IRA Rollover IRA ▇▇▇▇ ▇▇▇ Original Open Date SEP-IRA1 SARSEP-IRA Rollovers2 1Attach copy of IRS Form 5305-SEP 2Attach copy of IRS form 5305A-SEP Employer Name Daytime Telephone Number Employer Address City State Zip