[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304143-105":53,"doc-detail-304143-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","recharacterization-request-form-external-bridgeway-funds","RECHARACTERIZATION REQUEST FORM (EXTERNAL) - Bridgeway Funds","","Bridgeway Funds RECHARACTERIZATION REQUEST FORM (EXTERNAL) collects participant and transaction details to recharacterize an IRA contribution or conversion from another custodian into a Bridgeway Funds IRA. The form explains how net income attributable to the contribution must be calculated under IRS final earnings regulations and notes that recharacterization is irrevocable and must be completed by the federal tax return due date, including extensions. It also covers reporting through IRS Form 1099-R and 5498, provides transaction type options, and includes investment instructions plus participant authorization and signature requirements.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/recharacterization-request-form-external-bridgeway-funds/304143/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/recharacterization-request-form-external-bridgeway-funds/304143.png","ImageObject",442,249,{"name":88,"@type":89},"Riley","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-02","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of this Bridgeway Funds RECHARACTERIZATION REQUEST FORM (EXTERNAL)?","Question",{"text":108,"@type":109},"It authorizes recharacterization of an IRA contribution or conversion from another custodian into a Bridgeway Funds IRA and records the participant’s transaction, investment, and distribution instructions.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"When must the recharacterization be completed, and is it revocable?",{"text":113,"@type":109},"Recharacterization must be completed on or before the due date, including extensions, for filing the federal income tax return for the tax year the original contribution was made. The recharacterization is irrevocable.",{"name":115,"@type":106,"acceptedAnswer":116},"What reporting forms are associated with the recharacterization process?",{"text":117,"@type":109},"The recharacterized contribution is reported as a distribution from the first IRA on IRS Form 1099-R, and the recharacterization contribution to the Bridgeway Funds IRA is reported on IRS Form 5498 for the tax year the recharacterization occurs.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304143,1790497836,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},1374391975076,"https://ap-avatar.wpscdn.com/avatar/14000253ca4ec9f6853?x-image-process=image/resize,m_fixed,w_180,h_180&k=1783305029341752051","BRIDGEWAY FUNDS  \nRECHARACTERIZATION REQUEST FORM (EXTERNAL)  \nComplete when recharacterizing a contribution or conversion contribution from another institution to a Bridgeway Funds IRA.  \n\n| PARTICIPANT INFORMATION\u003Cbr>Name: |  | Daytime Telephone: ( ) |\n| --- | --- | --- |\n| Address: |  |  |\n| City: | State: | Zip Code: |\n| Social Security Number: | Date of Birth: |  |\n\n\n| RECHARACTERIZATION INSTRUCTIONS\u003Cbr>Use this form to recharacterize a Traditional or Roth Individual Retirement Account (“IRA”) contribution or conversion contribution from another custodian or trustee to a Bridgeway Funds IRA. If you do not have an existing Traditional IRA or Roth IRA to invest the recharacterized proceeds, you must complete a Traditional or Roth IRA Application and Adoption Agreement (“Application”) . For the purpose of the recharacterization, the custodian should calculate the net income attributable to the contribution using the method provided for in the IRS Final Regulations for Earnings Calculation for Returned or Recharacterized Contributions. Recharacterization of a contribution is irrevocable and must be completed on or before the due date, including extensions, for filing your federal income tax return for the tax year for which the contribution was originally made.\u003Cbr>A recharacterized contribution is reported as a distribution from the first IRA (reported on IRS Form 1099‐R) and a recharacterization contribution to your Bridgeway Funds IRA (reported on IRS Form 5498) for the tax year in which the recharacterization occurs. The rules regarding recharacterization are complex and you should consult a professional tax advisor prior to any recharacterization. Please refer to IRS Publication 590 for more information.\u003Cbr>This form is not intended to facilitate Roth IRA conversions. |\n| --- |\n| TRANSACTION TYPE ‐ Select one of the following: (A, B or C)\u003Cbr>A.  Recharacterize my Roth IRA conversion contribution (plus allocable earnings) into a Bridgeway Funds Traditional IRA.\u003Cbr>Date of Conversion:   Amount to Recharacterize: $ \u003Cbr>Note: You cannot convert, recharacterize the conversion, and then reconvert back to a Roth IRA during the same tax year or, if crossing tax years, during the thirty‐day period following a recharacterization. If you reconvert during either of these periods, it will be a failed conversion. See Publication 590 for additional information.\u003Cbr>B.  Recharacterize my annual contribution (plus allocable earnings) from my Traditional IRA to a Bridgeway Funds Roth IRA.\u003Cbr>Date of Contribution:   Amount to Recharacterize: $ \u003Cbr>C.  Recharacterize my annual contribution (plus allocable earnings) from my Roth IRA to a Bridgeway Funds Traditional IRA.\u003Cbr>Date of Contribution:   Amount to Recharacterize: $  |\n\nINVESTMENT INSTRUCTIONS FOR RECHARACTERIZED PROCEEDS  \n New Traditional IRA ‐ follow Application investment instructions (or)  New Roth IRA ‐ follow Application investment instructions  \n Invest the proceeds as follows into my existing IRA:  Traditional IRA (or)  Roth IRA  \nAccount number:    \nFund Name:   Dollar Amount $  or Percentage %  \n____________________  \nFund Name:   Dollar Amount $  or Percentage %  \nFund Name:   Dollar Amount $  or Percentage %  \n____________________  \nMust equal 100%  \nContinued on next page.  \nPage 1 of 2 ERRF2011  \nTo avoid delays, contact your current custodian to verify their correct address and ask if they require a Medallion Signature Guarantee. Please see the Participant Authorization section for an explanation of the Medallion Signature Guarantee. Please also attach your most recent statement, if possible.  \nCURRENT CUSTODIAN AND ACCOUNT INFORMATION  \nCurrent Custodian: Telephone Number: ( )  \nAddress:  \n\n| City: | State: | Zip Code: |\n| --- | --- | --- |\n\nInvestment to Recharacterize:    \nAccount Number:   \nDistributing Account Type:  Traditional/Rollover IRA  Roth IRA  \nAmount to be Distributed:  Liquidate Entire Account  Partial $    \nFor Certificates of Deposit:  Immediately*  At","cbCaif7uuNbbGSQX","https://ap.wps.com/l/cbCaif7uuNbbGSQX","pdf",118728,"English","# Participant Information\n# Recharacterization Instructions\n# Transaction Type\n# Investment Instructions for Recharacterized Proceeds\n# Current Custodian and Account Information\n# Participant Authorization","[{\"question\":\"What is the purpose of this Bridgeway Funds RECHARACTERIZATION REQUEST FORM (EXTERNAL)?\",\"answer\":\"It authorizes recharacterization of an IRA contribution or conversion from another custodian into a Bridgeway Funds IRA and records the participant’s transaction, investment, and distribution instructions.\"},{\"question\":\"When must the recharacterization be completed, and is it revocable?\",\"answer\":\"Recharacterization must be completed on or before the due date, including extensions, for filing the federal income tax return for the tax year the original contribution was made. The recharacterization is irrevocable.\"},{\"question\":\"What reporting forms are associated with the recharacterization process?\",\"answer\":\"The recharacterized contribution is reported as a distribution from the first IRA on IRS Form 1099-R, and the recharacterization contribution to the Bridgeway Funds IRA is reported on IRS Form 5498 for the tax year the recharacterization occurs.\"}]","RECHARACTERIZATION REQUEST FORM (EXTERNAL) - Bridgeway Funds | PDF",1789810550]