Use this form to convert a traditional, SEP or SIMPLE (after the required two year holding period) I 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Participant Information' section. Enter your name, daytime telephone number, address, city, state, social security number, and date of birth.
3. In the 'Distribution Instructions' section, indicate which existing Burnham Investors Trust IRA you wish to convert. Provide the account number and select the type of account: Traditional, SEP, or SIMPLE IRA.
4. Specify whether you want to distribute the entire account balance or a partial conversion by entering the desired dollar amount.
5. Complete the 'Tax Withholding Election' section by choosing your federal and state withholding preferences. Make sure to understand the implications of your choices.
6. If investing converted proceeds into an existing Roth IRA, provide the account number and specify how you want to allocate funds among different Burnham Funds.
7. Finally, sign and date the 'Participant Authorization' section to confirm your request and mail it to Burnham Investors Trust using the provided addresses.

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