Star One Credit Union
Accounts
Font SizesmallmediumlargePrint This Page

Roth Conversion - Next Steps

Congratulations on your decision to convert to a Roth IRA at Star One! 

Below are the steps to convert your Traditional, Rollover, SEP or SIMPLE IRA to a Roth IRA.  We’ve also included instructions on how to convert an employer-sponsored retirement plan to a Roth IRA.

If you need assistance in completing the paperwork or have questions concerning this process, contact an IRA Services Specialist at (408) 543-5202 or (866) 543-5202.

By clicking the links below, you will be directed to Star One’s IRA Service Center. Complete the conversion documents.  Follow the directions located on each page.  At the end, review the forms, make any necessary changes if needed, and then print, sign and date the forms.  Mail the forms to Star One Credit Union, P.O. Box 3643, Sunnyvale, CA  94088-3643 Attn: IRA Department, or take them to a Star One Branch for processing. 

What you need…

...to convert a Star One Traditional IRA to a Roth IRA:

  • Your Star One membership number (non-members  for membership).
  • A recent statement from your Star One Traditional IRA.
  • Your beneficiary information (SSN, birth date & contact information).
  • Click on the highlighted link to complete the “Roth IRA Conversion" documents in the IRA Service Center. Be sure to click on the "Convert assets from a Traditional IRA" radio button to begin.  Follow the prompts and answer all questions completely.
  • Upon completion, print the documents, review and if correct, sign and mail them to Star One or take them to a Star One Branch for processing. 

...to convert a non-Star One IRA to a Roth IRA:

  • Your Star One membership number (non-members  for membership).
  • A recent statement from your current Traditional, Rollover, SEP or SIMPLE IRA.
  • Your beneficiary information (SSN, birth date & contact information).
  • Click on the highlighted link to complete the “Roth IRA Conversion" documents in the IRA Service Center.  Be sure to click on the "Convert assets from a Traditional IRA" radio button to begin.  Follow the prompts and answer all questions completely.
  • Upon completion, print the documents, review and if correct, sign and mail them to Star One or take them to a Star One Branch for processing. 

...to convert Employer Sponsored Retirement Plan(s) to a Roth IRA:

  • Your Star One membership number (non-members  for membership). 
  • A recent benefit statement from your former employer’s retirement plan.
  • Your past employer’s name and address (needed for employer plan conversions only).
  • Your beneficiary information (SSN, birth date & contact information).
  • Contact your former employer's plan administrator to learn what their requirements are to successfully transfer funds into a Roth Conversion IRA at Star One.
  • Have a copy of your most recent employee benefit statement for reference.
  • Click on the highlighted link to complete the “Roth IRA Conversion" documents in the IRA Service Center.  Be sure to click on the "Move assets from an employer-sponsored retirement plan" radio button to begin.  Follow the prompts and answer all questions completely.
  • Upon completion, print the documents, review and if correct, sign and mail them to Star One or take them to a Star One Branch for processing. 
Accounts
NCUAEqual Housing Lender
Privacy  |  Security  |  Rates  |  Disclosures  |  Calculators  |  Help  |  Site Map
© 2014 Star One Credit Union. All rights reserved.