Roth IRA Conversion

Convert an Investment Solutions Traditional IRA to a Roth IRA
If you're converting employer-sponsored retirement plan assets to a Roth IRA, you must first roll over these assets to a Traditional IRA.

Roth IRA Conversion Form (PDF)
[A11073]

If you do not have a Traditional IRA, you need to open an IRA online or select your state and mail us a completed IRA form to establish the account.

Convert a Mutual Fund Traditional IRA to a Roth IRA

Roth IRA Conversion Form (PDF)
[030XT.CON]