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Methuselah57

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Everything posted by Methuselah57

  1. Similar situation: Participant requests forms to convert after tax funds to Roth Forms sent to participant did not include check boxes to indicate source of funds Between time forms were sent and time they were submitted(approx. 1 week), Trustee creates new forms that contain check boxes that clearly indicate source of funds but does not provide to participant. Trustee converts entire account to Roth. Can this be corrected?
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