IRA Documents and Forms

Click on a category below to expand the list of related documents and/or forms.

Administrative Forms

IRA Disclosure and Custodial Agreements	The terms and conditions of your IRA Account.

IRA Adoption Agreement	Used to open and/or take ownership of your account with AutoRollovers. NOTE: YOU WILL BE REQUIRED TO PROVIDE A LEGIBLE COPY OF A VALID FORM OF GOVERNMENT ISSUED PHOTO IDENTIFICATION.

Inherited IRA Adoption Agreement	Used by Beneficiaries to take control of an IRA which they have inherited.

Beneficiary Designation Form	You may use this form to make changes to your current beneficiary designations.

Account Holder Information Change	Please use this form to report any change to accountholder identifying information. Please be sure to supply ample supporting documentation.

Contributions / Transfer In

Note: Anytime you intend to send funds to your AutoRollovers IRA, one of the following forms should precede or accompany those funds. Failure to do so may severely delay your deposit. AutoRollovers will not be responsible for any such delay.
IRA Contribution Form	ALL Contributions into your IRA Account should be accompanied by this form in order to ensure proper crediting to your account and reporting of your contribution for the appropriate tax year.

IRA Transfer Form	You may use this form to request a transfer from an existing IRA account with another institution into your existing AutoRollovers IRA Account. Use this for Traditional IRA to Traditional IRA or ROTH IRA to ROTH IRA transfers, only.

Inherited IRA to Inherited IRA Transfer Form	Use this form to transfer an existing Inherited IRA held at another institution into an AutoRollovers Inherited IRA - you must first establish an AutoRollovers Inherited IRA using the Inherited IRA Adoption Agreement.

Traditional IRA Rollover or DIRECT Rollover Documentation	This form should be returned to AutoRollovers to alert us of an incoming Traditional IRA Rollover or Direct Rollover from an Employer's Plan. This form may be sent to AutoRollovers in advance of the Rollover or it may accompany the rollover check. No Rollover funds should be sent without the use of this form.

Roth IRA Rollover or Conversion Documentation	This form should be returned to AutoRollovers to alert us of an incoming ROTH IRA Rollover or Conversion to a ROTH IRA being rolled over *DIRECTLY* from an Employer's Plan. This form may be sent to AutoRollovers in advance of the Rollover or it may accompany the rollover check. No Rollover funds should be sent without the use of this form.

Beneficiary Rollover from an Employer's Plan to an Inherited IRA	Beneficiaries should use this form to alert AutoRollovers of an incoming Direct Rollover from an Employer's Plan into an already established Inherited IRA. This form may be sent to AutoRollovers in advance of the Rollover or it may accompany the rollover check. No Rollover funds should be sent without the use of this form.

Distributions / Transfers Out

Traditional IRA Distribution Request Form	Used to withdraw and/or close your Traditional IRA.

ROTH IRA Distribution Request Form	Used to withdraw and/or close your ROTH IRA.

Traditional IRA Required Death Distributions	This form is for Beneficiaries to elect how they wish to handle the proceeds of a Traditional IRA Account which they have inherited. Use the following link for more Information for Beneficiaries.

ROTH IRA Required Death Distributions	This form is for Beneficiaries to elect how they wish to handle the proceeds of a ROTH IRA Account which they have inherited. Use the following link for more Information for Beneficiaries.

Conversions / Recharacterizations

Traditional to Roth IRA Conversion Form

You may use this form to request the conversion of all or a portion of your Traditional IRA into a Roth IRA.

Recharacterization and Direction to Transfer

Use this form to initiate a transfer and Recharacterization of contributions.

IRA Documents and Forms

Click on a category below to expand the list of related documents and/or forms.

NOTE: YOU WILL BE REQUIRED TO PROVIDE A LEGIBLE COPY OF A VALID FORM OF GOVERNMENT ISSUED PHOTO IDENTIFICATION.

Note: Anytime you intend to send funds to your AutoRollovers IRA, one of the following forms should precede or accompany those funds. Failure to do so may severely delay your deposit. AutoRollovers will not be responsible for any such delay.