If you already have an existing Roth IRA, you can simply complete a Roth conversion form. You may request the form from our customer service team by contacting us at 877-936-7175 or via [email protected]. Our agents are available 6:00 a.m. to 5:00 p.m. Pacific Standard Time, Monday through Friday.
What form needs to be completed?
Updated over 12 months ago