Manage policies

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. 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.
3. Submit form
   Return the completed forms with any required documents via postal mail, overnight mail or fax to our 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 Policyholder Services (PHS): 402.328.2266
   Allow 3 business days for faxed documents to enter our processing system.
4. Allow 15 days to process
   F&G will process the request within 15 business days of receipt of all required information if in good order.
5. Confirmation
   A confirmation of this change will be mailed to the owner's address on record upon completion.