How To Convert A Traditional IRA to A Roth IRA

Convert your Traditional IRA to a Roth IRA

Instructions

Complete Form

Complete the Request to Convert Traditional IRA to Roth IRA.

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 will be subject to income tax; we recommend you consult your tax advisor.

Submit form

Return the completed forms with any required documentation via U.S. mail, overnight mail or fax to Fidelity & Guaranty Life Insurance Company Service Center.

Postal Mail

Fidelity & Guaranty Life Insurance Company Service Center
P.O. Box 81497
Lincoln, NE 68501-1497

Overnight Mail

Fidelity & Guaranty Life Insurance Company Service Center
777 Research Drive
Lincoln, NE 68521

Fax

Annuity PHS: 402-328-2266

Allow 15 days to process

Fidelity & Guaranty Life Insurance Company will process requests within 15 business days of receipt of all required information.

Confirmation

A confirmation of this change will be mailed to the owners address of record upon completion.

Featured Box Image

Conversion Request Form admin 5576

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Still have questions?

Reach out to our customer service.