Use this page to perform a full conversion from your
Traditional, Rollover or SEP IRA account to a
The following rules and procedures apply to IRA conversions:
If you are opening a new account for the purpose of doing an IRA conversion or recharacterization, you should select the funding option IRA Conversion or Recharacterization in the Funding section of the account application.
You can access this page if you are an IRA User with a Traditional, Rollover or SEP IRA account.
To perform an IRA conversion to a
Enter your Federal Income Tax withholding rate or elect not to have Federal Income Tax withheld. The tax rate is a percentage of your total account equity. Click the appropriate radio button to indicate your choice.