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To convert your Employer Match contributions to Roth use this form. In most cases you'll select "Active Participant" under Section 2 ' Type of In-Plan Conversion. You have to be an active participant in the Plan to pursue this option and you have to have been employed 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.
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In Plan Roth Transfer Form (for
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converting any type of pre-tax contribution)
To convert your traditional (pre-tax) elective deferral employee 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.
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