Roth Conversion

Forms > Take a Distribution > Roth Conversion

Roth Conversion Form

Use this form to convert your Traditional IRA to a Roth IRA.
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FREQUENTLY ASKED QUESTIONS

What documents must be submitted to complete a Roth conversion?

For a cash Roth conversion, you will need to submit a completed and executed Roth Conversion form to Vantage.

For an in-kind Roth conversion, you will need to submit a completed and executed Roth Conversion form, proof of re-registration, Fair Market Valuation form and supporting documentation to Vantage.

Are there fees associated with a Roth conversion?

There is a $50 fee to complete a Roth conversion.  A detailed overview of all account fees can be found in the Fee Schedule.

Am I required to establish a new IRA LLC when converting my Traditional IRA to a Roth IRA?

No, however, you need to submit an LLC operating agreement amendment showing the Roth IRA (i.e. Vantage FBO Client Name Roth IRA) as the member of the LLC instead of the Traditional IRA vesting (i.e. Vantage FBO Client Name Traditional IRA) previously illustrated on Schedule A of your IRA LLC’s operating agreement.