Manage policies

Convert a traditional IRA to a Roth IRA


Convert your traditional IRA to a Roth IRA by completing the form on this page.

  1. Complete form
    Provide information according to the instructions on the form.
  2. Fill out requirements
    Complete owner name, policy number, owner social security number, effective date, tax option, owner signature and date. A conversion from a traditional IRA to a Roth IRA is subject to income tax; we recommend you consult your tax advisor.
  3. Submit form
    Return the completed forms with any required documents via postal mail, overnight mail or fax to our service center.

    Postal mail
    F&G Service Center
    P.O. Box 81497
    Lincoln, NE 68501-1497

    Overnight mail
    F&G Service Center
    777 Research Drive
    Lincoln, NE 68521

    Annuity Policyholder Services (PHS): 402.328.2266
    Allow 3 business days for faxed documents to enter our processing system.
  4. Allow 15 days to process
    F&G will process the request within 15 business days of receipt of all required information if in good order.
  5. Confirmation
    A confirmation of this change will be mailed to the owner's address on record upon completion.
admin 5576

Conversion Request Form [ADMIN 5576]

Download ADMIN5576