[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-303646-105":53,"doc-detail-303646-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-request-form","Roth IRA Conversion Request Form","","Roth IRA Conversion Request Form provides instructions and required details for converting a Traditional, SEP, or SIMPLE IRA to a BlackRock Roth IRA. It explains that a Roth conversion is generally a taxable event and highlights key restrictions, including irrevocability effective January 1, 2018 and limitations on re-characterization and Required Minimum Distributions. The form includes sections for account owner information, internal versus external conversion instructions, investment allocation, tax withholding election, and potential additional documentation such as Power of Attorney and recent statements.",{"@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-request-form/303646/",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-request-form/303646.png","ImageObject",442,249,{"name":88,"@type":89},"Arica Lee","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the Roth IRA conversion request form?","Question",{"text":108,"@type":109},"The form is used to process a conversion to a Roth IRA, either internally between BlackRock IRAs or externally from another custodian to a BlackRock Roth IRA.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Is a Roth IRA conversion considered a taxable event?",{"text":113,"@type":109},"Yes. Converting from a tax-deferred account type to a Roth IRA is generally considered a taxable event, and the IRS treats the amount as taxable income for that year.",{"name":115,"@type":106,"acceptedAnswer":116},"Can a Roth conversion be re-characterized back to a Traditional, SEP, or SIMPLE IRA?",{"text":117,"@type":109},"No. Effective January 1, 2018, a Roth IRA conversion cannot be re-characterized back to those account types and is treated as an irrevocable election.","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},303646,1790489719,{"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":73,"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":76},8796096645457,"https://ap-avatar.wpscdn.com/avatar/800003749518d68ffe3?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779345340919836971","Roth IRA Conversion Request Form  \nINSTRUCTIONS FOR COMPLETING THIS FORM  \nThe purpose of these forms is to process a conversion to a Roth IRA. Although similar, the Internal Roth Conversion Request will facilitate the conversion of a Traditional, SEP, or SIMPLE IRA held at BlackRock to a BlackRock Roth IRA. The External Roth Conversion Request is to request a conversion of a Traditional, SEP or SIMPLE IRA held at another custodian to a BlackRock Roth IRA.  \nConverting from a tax-deferred account type to a Roth IRA is considered a taxable event, the IRS considers the amount as taxable income for that year. Please consult your tax professional prior to requesting a conversion.  \nThe following instructions will help you complete this application, however if you have any questions we encourage you to call us for assistance at 1-800-441-7762.  \nImportant Notes Regarding this Form:  \n􀁦 NOTE: Effective January 1, 2018, a Roth IRA conversion cannot be re-characterized back to a Traditional IRA, SEP or SIMPLE IRA or employer sponsored plan. A Roth conversion is considered an irrevocable election which cannot be “reversed” or “corrected”.  \n􀁦 You cannot use this form to re-characterize a contribution from a Roth IRA to a Traditional.  \n􀁦 You may not convert any of your Required Minimum Distribution to a Roth IRA.  \n􀁦 A SIMPLE IRA must be held open for the required two-year period prior to requesting a conversion.  \n􀁦 This form is not intended for initiating conversions from employer sponsored plans such as 401(k) or 403(b) plans (contact your plan’s administrator for instructions) .  \n􀁦 If the account value is greater than $100,000, a Medallion Signature Guarantee stamp will be required, and we may not accept a digital form.  \nAdditional Documentation  \nCertain requests may require additional documentation to complete, including but not limited to:  \n􀁦 Power of Attorney – a recently dated copy of the power of attorney document; if adding the POA to the account, the BlackRock Power of Attorney Form must also be provided.  \n􀁦 Recent Statement – If you are requesting funds to be transferred from another custodian to be converted at BlackRock you should provide your most recent statement with the External Roth Conversion Request form.  \nINTERNAL Roth Conversion  \nIf you want to convert an IRA held at BlackRock to a new or existing BlackRock Roth IRA, complete the Internal Roth Conversion Request form only.  \nEXTERNAL Roth Conversion  \nIf you want to convert an IRA held at another custodian to a new or existing BlackRock Roth IRA, complete the External Roth Conversion Request form only.  \n􀁦 This form will be sent to your current custodian to request the assets be moved to BlackRock.  \n􀁦 Be sure it is completed in its entirety, and confirm with your current custodian about any requirements on their end.  \nBNM0826U-5844529-18640740  \nBlackRock ®  \nRoth IRA Conversion Request Form Internal-Between BlackRock IRAs  \nUse this form to convert a Traditional, SEP, or SIMPLE IRA held at 81ackRock to a BlackRock Roth IRA.  \nSend this application, along with any other required documents, to:  \n► New Roth IRA: This form will not establish a new account; to open a new Roth IRA with BlackRock, please complete & include the BlackRock IRA Application.  \n► For SIMPLE IRAs, there is a required two-year holding period after opening your SIMPLE IRA before you can convert.  \nRegular mail  \nBlackRock Funds P.O. Box 534429 Pittsburgh, PA 15253-4429  \nOvernight mail  \nBlackRock Funds ATTN:534429  \n1350 Penn Avenue Suite 102 Pittsburgh, PA 15222  \nFax:844-569-5573  \n(t Questicns? Call us atl-800-441-7762, Monday through Friday between 8:00 AM and 6:00 PMET orvisit us online at [www.black](www.black)r[ock.com](ock.com).  \n1. Account Owner Information  \nFirst, please tell us about the account(s) that you wish to convert to a BlackRock Roth IRA:  \nFull name of IRA owner Contact telephone number  \nSocial Security number BlackRock account number(s) Reference number (if a","cbCaia4LKT1YScHt","https://ap.wps.com/l/cbCaia4LKT1YScHt","pdf",654374,8,"English","# Instructions for completing this form\n## Internal versus External Roth Conversion\n## Account Owner Information\n## Conversion Instructions\n## Purchase Instructions\n## Tax Withholding Election","[{\"question\":\"What is the purpose of the Roth IRA conversion request form?\",\"answer\":\"The form is used to process a conversion to a Roth IRA, either internally between BlackRock IRAs or externally from another custodian to a BlackRock Roth IRA.\"},{\"question\":\"Is a Roth IRA conversion considered a taxable event?\",\"answer\":\"Yes. Converting from a tax-deferred account type to a Roth IRA is generally considered a taxable event, and the IRS treats the amount as taxable income for that year.\"},{\"question\":\"Can a Roth conversion be re-characterized back to a Traditional, SEP, or SIMPLE IRA?\",\"answer\":\"No. Effective January 1, 2018, a Roth IRA conversion cannot be re-characterized back to those account types and is treated as an irrevocable election.\"}]","Roth IRA Conversion Request Form | PDF",1789805879]