IRA Documents & Forms

General Administrative Forms

Contributions / Transfers In

Distributions / Transfers Out

Conversions

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General Administrative Documents and Forms

Select the desired form from the left. Where available, you may be directed to complete your request electronically. Completing your request online may significantly reduce processing time.

IRA Disclosure and Custodial Agreement

The terms and conditions of your IRA Account.

Fee Disclosure

You may access your IRA Fee Schedule by logging into your account and visiting the ‘Resource Center’.

Inherited IRA Adoption Agreement

Used by Beneficiaries to open an IRA$elect account to accept the transfer or rollover of inherited retirement assets.

Beneficiary Designation Form

You may use this form to make changes to your current beneficiary designations.

Account Holder Information Change

Please use this form to report any change to account holder identifying information.  Please be sure to supply ample supporting documentation. Click here to print.

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Contributions / Transfers In

Select the desired form from the left. Where available, you may be directed to complete your request electronically. Completing your request online may significantly reduce processing time.

Note: Anytime you intend to send funds to your IRA$elect Account, one of the following forms should precede or accompany those funds.  Failure to do so may severely delay your deposit.  BPAS will not be responsible for any such delay.

IRA Contribution Form

ALL Contributions into your IRA Account should be accompanied by this form in order to ensure proper crediting to your account and reporting of your contribution for the appropriate tax year.

IRA Transfer Form

You may use this form to request a transfer from an existing IRA account with another institution into your existing BPAS IRA Account.  Use this for Traditional IRA to Traditional IRA or ROTH IRA to ROTH IRA transfers, only.

Inherited IRA to Inherited IRA Transfer Form

Use this form to transfer an existing Inherited IRA held at another institution into an Inherited IRA at BPAS – you must first establish a BPAS Inherited IRA using the Inherited IRA Adoption Agreement.

Traditional IRA Rollover or DIRECT Rollover Documentation

This form should be returned to BPAS to alert us of an incoming Traditional IRA Rollover or Direct Rollover from an Employer’s Plan.  This form may be sent to BPAS in advance of the Rollover or it may accompany the rollover check.  No Rollover funds should be sent without the use of this form.

Roth IRA Rollover or Conversion Documentation

This form should be returned to BPAS to alert us of an incoming ROTH IRA Rollover or Conversion to a ROTH IRA being rolled over DIRECTLY from an Employer’s Plan.  This form may be sent to BPAS in advance of the Rollover or it may accompany the rollover check.  No Rollover funds should be sent without the use of this form.

Beneficiary Rollover from an Employer’s Plan to an Inherited IRA

Beneficiaries should use this form to alert BPAS of an incoming Direct Rollover from an Employer’s Plan into an already established Inherited IRA.  This form may be sent to BPAS in advance of the Rollover or it may accompany the rollover check.  No Rollover funds should be sent without the use of this form.

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IRA Distribution Forms

Withrawal forms may be accessed from the TRANSACTIONS Menu, when logged into your account. Choose “Distribution Request” from the drop-down menu.

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Conversions / Recharacterizations

Select the desired form from the left. Where available, you may be directed to complete your request electronically. Completing your request online may significantly reduce processing time.

 

Traditional to Roth IRA Conversion Form

You may use this form to request the conversion of all or a portion of your Traditional IRA into a Roth IRA.