Roth IRA Conversion

Use this form when doing a Roth IRA Conversion

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Instructions

If you do not currently have an IRAR Roth IRA, you will need to open one first. Please complete a New Account Application before submitting this form.

All in-kind (non-cash) Roth conversions require a New Account Application accompanied by the appropriate supporting documentation.

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Fees & Processing

$50 Roth Conversion Fee
On In-Kind Conversions

Processing Time
2-3 days

Fee Schedule PDF

Self-Help Article

Understand the Roth IRA Conversion Limits

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