How To Convert A Traditional IRA To A Roth IRA | F&G Forms

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Convert a Traditional IRA to a Roth IRA

Instructions

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.  
  3. 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.
  4.  
  5. Submit form
    Return the completed forms with any required documents via postal mail, overnight mail or fax to F&G 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

    Fax
    Annuity PHS: 402.328.2266
  6.  
  7. Allow 15 days to process
    F&G will process the request within 15 business days of receipt of all required information.
  8.  
  9. Confirmation
    A confirmation of this change will be mailed to the owner's address of record upon completion.
  10.  
admin 5576
Conversion Request Form
[admin 5576]
Download Form
18-1259