Forms & Applications

Applications

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New Individual and Joint Account Application
Entity Account Application
IRA, Traditional IRA, Roth IRA Application
Simple IRA Application
Coverdell Education Savings Account Application
Inherited IRA Application

IRA Forms

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IRA Beneficiary Change Form
IRA Distribution Form
Simple IRA Distribution Form
Inherited IRA Distribution Form
Roth IRA Certification of Direct Rollover of Assets from a 529 Plan Form
IRA Required Minimum Distribution Election Form
IRA Recharacterization Request Form - Convert a Contribution from Another Institution
IRA Recharacterization Request Form - Within Cromwell Funds
Roth IRA Conversion Request Form – Convert Traditional IRA from Another Institution
Roth IRA Conversion Request Form - Between Cromwell Funds Individual Retirement Accounts
IRA Self-Certification for Acceptance of a Late Rollover Contribution Form
Inherited IRA Transfer of Assets - Direct Rollover Form
Non-Spouse, Trust, Estate or Entity Beneficiary - IRA Inheritance Request Form
Spouse Beneficiary - IRA Inheritance Request Form

Forms

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Change Request Form
Affidavit of Domicile Form
Disclaimer and Affidavit for Designated Beneficiary Form - Individual
Disclaimer and Affidavit for Designated Beneficiary Form - Trust

Other Forms

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Coverdell ESA Beneficiary Change Form
Income Tax Withholding Election Certificate for Retirement Account Distributions Form


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