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TRADITIONAL TO ROTH IRA CONVERSION REQUEST West Ohio United Methodist Credit Union Credit Union Name

TRADITIONAL TO ROTH IRA CONVERSION REQUEST West Ohio United Methodist Credit Union Credit Union Name 2025

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The document is a conversion request form for transferring funds from a Traditional IRA to a Roth IRA at the West Ohio United Methodist Credit Union. It includes sections for member information, traditional IRA trustee details, conversion instructions, withholding elections, and signatures. The form outlines the process for either an internal transfer or rollover and addresses tax implications related to the conversion.

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