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In Plan Roth Transfer Form (for converting any type of pre-tax contribution)
To convert your traditional (pre-tax) 401(K) contributions to Roth (this includes Employer Match, Rollovers, and Elective Deferrals) use this form. Please contact the Finance Manager, Barb Seckler at 407-671-9700 ext 108 barb.seckler@reliant.org if you have questions about how to fill out this form or the tax implications. View file
