[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-301863-105":53,"doc-detail-301863-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","roth-ira-conversion-conversion-form","Roth IRA Conversion - Conversion Form","","Roth IRA Conversion form used to request conversion of all or part of a Fidelity Traditional, Rollover, SEP, or SIMPLE IRA into a Fidelity Roth IRA. It explains eligibility limits, timing concerns for early withdrawals, and required recordkeeping for conversions and contributions. The form collects account and tax identification details, specifies the type of Fidelity IRA being converted, and provides conversion options including full or partial instructions in cash or in-kind. It also includes special rules for Crypto IRA holdings and requirements such as canceling open GTC orders and verifying address for tax withholding.",{"@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":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/roth-ira-conversion-conversion-form/301863/",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/roth-ira-conversion-conversion-form/301863.png","ImageObject",442,249,{"name":88,"@type":89},"Aldword","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What IRAs can be converted using this form to a Fidelity Roth IRA?","Question",{"text":108,"@type":109},"The form requests conversion of all or any part of a Fidelity Traditional, Rollover, SEP, or SIMPLE IRA to a Fidelity Roth IRA.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What conversion options are available (full or partial, cash or in-kind)?",{"text":113,"@type":109},"You can select Full Conversion in kind to convert the entire balance, or choose Partial Conversion in cash or Partial Conversion in kind by providing dollar amounts or specific positions.",{"name":115,"@type":106,"acceptedAnswer":116},"Are Crypto IRA assets eligible for conversion under this request?",{"text":117,"@type":109},"Crypto IRA portions are not eligible for conversion. If you select Full Conversion in Section 2, the crypto assets will not be converted, and you must liquidate crypto, transfer proceeds to a brokerage IRA, and then convert that brokerage account if you want the crypto-related assets converted.","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},301863,1790113460,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},2336478940917,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","| Print | Reset | Save |\n| --- | --- | --- |\n\nQuestions? Go to [Fidelity.com/rothira](Fidelity.com/rothira) or call 800-343-3548.  \nRoth IRA Conversion  \nUse this form to request a conversion of all or any part of your Fidelity Traditional, Rollover, SEP, or SIMPLE IRA (“IRA”) to a Fidelity Roth IRA. Not available to nonresident aliens due to tax-withholding requirements. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information, make a copy of the relevant page. If using a blank sheet, include the account numbers, your signature, and the date.  \nHelpful to Know  \n• The receiving Roth IRA must already be established or this form must accompany a new account application. Go to [Fidelity.com/rothira](Fidelity.com/rothira) to establish an account online.  \n• If you are younger than age 59½, an early withdrawal penalty may apply to any amount distributed from your IRA and not converted to a Roth IRA within 60 days.  \n• You are responsible for maintaining records of your Roth IRA conversions, recharacterizations, and annual contributions in order to properly complete your federal tax return.  \n• If you use Automatic Investments, you are responsible for making applicable changes to this feature.  \n• All open Good ‘Til Canceled (GTC) orders should be canceled prior to submitting this request. If a request is received that requires converting a position with an open order, the order will be canceled. It will be your responsibility to replace the order on the Roth IRA account, if applicable.  \n• You should confirm that Fidelity has your most current address prior to submission so that we can withhold appropriate taxes. See the General Instructions and the Marginal Rate Tables contained in the IRS Form W-4R at [Fidelity.com/W-4R](Fidelity.com/W-4R for)[ for](Fidelity.com/W-4R for) additional information. To update your address, go to [Fidelity.com](Fidelity.com).  \n• Important to Note: If you have multiple IRAs (including a Rollover, SEP, or SIMPLE IRA or an IRA annuity) your Roth conversion may be affected by the IRS’s IRA aggregation rule. The rule treats all non-Roth IRA accounts owned by one taxpayer (except for inherited IRAs) as the same account for determining the prorated amount of after-tax versus pretax contributions. Generally, the IRS does not allow you to convert only after-tax amounts. This may increase the taxable amount of your conversion. If you have more than one non-Roth IRA account, you should consult a tax advisor to determine your potential tax liability prior to converting. Conversions are irrevocable transactions. You may also review the IRS Form 8606 and instructions for tracking and recovering after-tax amounts in IRA accounts.  \n• If your IRA is linked to a Fidelity Crypto® IRA (“Crypto IRA”), the crypto portion of the account is not eligible for conversions. If you select “Full Conversion” in Section 2, your crypto assets will not be converted.  \n1. Account Information  \n\n|  |  |  |\n| --- | --- | --- |\n|  | Name | Social Security or Taxpayer ID Number |\n|  |  |  |\n\nFrom Fidelity IRA being converted  \n\n| Account Number |  |\n| --- | --- |\n|  |  |\n\nTo Fidelity Roth IRA  \n\n| Account Number |  |\n| --- | --- |\n|  |  |\n\nType of Fidelity IRA to be converted  \n Traditional IRA  Rollover IRA  SEP IRA  \n SIMPLE IRA Accounts held for less than two years may not be converted.  Inherited Traditional IRA Spouse only.  \n(to Inherited Roth IRA)  \nForm continues on next page.   \n1.908899.108  \nPage 1  \nof 3  \n006920701  \n2. Conversion Instructions  \nConvert your existing IRA to your Roth IRA indicated in the Account Information section as specified below. Select either Full Conversion in kind or provide partial conversion instructions. If your IRA is linked to a Crypto IRA, the assets held in that account will not be converted. Should you wish to convert assets held in a Crypto IRA, prior to submitting this request, you must liquidate the crypto position, transfer any proceeds to your","cbCaipI652SjYRNh","https://ap.wps.com/l/cbCaipI652SjYRNh","pdf",890813,6,"English","# Account Information\n## Conversion Instructions","[{\"question\":\"What IRAs can be converted using this form to a Fidelity Roth IRA?\",\"answer\":\"The form requests conversion of all or any part of a Fidelity Traditional, Rollover, SEP, or SIMPLE IRA to a Fidelity Roth IRA.\"},{\"question\":\"What conversion options are available (full or partial, cash or in-kind)?\",\"answer\":\"You can select Full Conversion in kind to convert the entire balance, or choose Partial Conversion in cash or Partial Conversion in kind by providing dollar amounts or specific positions.\"},{\"question\":\"Are Crypto IRA assets eligible for conversion under this request?\",\"answer\":\"Crypto IRA portions are not eligible for conversion. If you select Full Conversion in Section 2, the crypto assets will not be converted, and you must liquidate crypto, transfer proceeds to a brokerage IRA, and then convert that brokerage account if you want the crypto-related assets converted.\"}]","Roth IRA Conversion - Conversion Form | PDF",1789785919]