Individual Retirement Account Applications |
| An IRA is a retirement investing tool for employed individuals and their non-working spouses that allows annual contributions up to a specified maximum amount. |
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| Traditional and Roth IRA Application |
| Contributions are often tax-deductible (often simplified as "money is deposited before tax" or "contributions are made with pre-tax assets"), all transactions and earnings within the IRA have no tax impact, and withdrawals at retirement are taxed as income (except for those portions of the withdrawal corresponding to contributions that were not deducted). Within a Roth IRA account, contributions are made with after-tax assets, all transactions within the Roth IRA have no tax impact, and withdrawals are usually tax-free. |
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| IRA Application Instructions, Disclosures & Custodial Agreements |
| Booklet containing Traditional/Roth IRA application instructions along with disclosures and custodial agreements related to your IRA account. |
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Account Maintenance Forms |
| Non-Retirement Account Maintenance Form |
| Change your address, your name, dividend/capital gains distribution options, get duplicate account statements, add/remove telephone purchase. Exchange or redemption privileges, or add/update bank information for your non-retirement account. |
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| Retirement Account Maintenance Form |
| Change your address, your name, dividend/capital gains distribution options, get duplicate account statements, add/remove telephone purchase or exchange privileges, add/change beneficiaries, or add/update bank information for your retirement account. |
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| Systematic Purchase/Redemption Form |
| This form will allow you to establish automatic transfer of cash directly from your bank account for investment into your Tweedy, Browne Fund account(s). You can also establish an automatic redemption option which will redeem shares from your Fund account(s) and transfer the cash proceeds directly into your bank account. |
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Additional Retirement Account Maintenance Forms |
| IRA Transfer Form |
| This form will be used to initiate a Transfer of Assets or a Direct Rollover based on your request from an existing retirement plan account as designated on this form to your Traditional, SEP, or Roth IRA at Tweedy, Browne Fund Inc. *Please remember that a Transfer of Assets can only occur between the SAME type of retirement plans, e.g. IRA to IRA or Roth IRA to Roth IRA. |
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| IRA Rollover Certification Form |
| Use this form to certify a rollover distribution or eligible conversion distribution to your Traditional, SEP, or Roth IRA at Tweedy, Browne Fund Inc. You must complete the rollover within 60 calendar days of your receipt of that distribution. |
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| Withdrawal Authorization and Instructions for Distribution — Traditional IRA |
| Use this form to request one of the various types of Distributions or Withdrawals from your IRA account. Unless you roll the amount into another IRA within 60 days of distribution, the distribution is considered a "taxable event." |
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| Withdrawal Authorization and Instructions for Distribution — Roth IRA |
| Use this form to request one of the various types of Distributions or Withdrawals from your IRA account. Unless you roll the amount into another IRA within 60 days of distribution, the distribution is considered a "taxable event." |
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| Required Minimum Distribution Election Form |
| You are required to take an RMD from your Traditional IRA/403(b)(7) by April 1 of the year following the year you reach age 70½ (required beginning date) and by the end of each year thereafter. Use this form to choose how you'd like to receive your distributions. |
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| Conversion Form (Internal) — Roth IRA |
| To be completed when converting a Traditional IRA to a Roth IRA within Tweedy, Browne Fund Inc. If you are opening a new Roth IRA account with the conversion contribution, include a Roth IRA application. |
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| Conversion Form (External) — Roth IRA |
| To be completed when converting a Traditional IRA from another Custodian or Trustee to a Tweedy, Browne Fund Inc. Roth IRA. A completed Roth IRA application must accompany this form, if applicable. |
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