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CM Forms Puzzle

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5	6		H													7
																	■	8
						9		10					11				F
										■	12
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			14							T

Across:

4.	A transfer from an IRA to a Roth is known as a _
5.	The reversal of a Traditional IRA Contribution or Conversion into a Roth IRA or vice versa
10.	Acronym for the process of taking out disallowed or unwanted deposits made into an IRA

11.	Type of wire that requires verbal acceptance of fee disclosures before wire is sent
13.	A ____ disbursement allows a bene to take cash from the deceased IRA account without opening a Bene IRA
14.	Used for recurring RMD requests

Down:

1.	Used for a 401K disbursement
2.	A __ agreement would allow a client to borrow money on their QRP funds
3.	Allows the advisor to process disbursements on behalf of their client
6.	Form for setting up ACH instructions

7.	Standing IRA requests are known by this term and use the IRA Distribution form to set them up
8.	IRA Disbursements Form
9.	Once a client reaches 70.5 they must take money out of their IRA and it is known as this acronym
12.	“____ instruction” is needed on LOI to store for Future Third Party requests

© 2016 PuzzleFast.com, Noncommercial Use Only

CM Forms Puzzle

1

Q

R

P

D

I

S

T

2

L

R

O

I

A

3

M

B

4

C

O

N

V

E

R

S

I

O

N

U

V

T

5

R

6

E

C

H

A

R

A

C

T

E

R

I

Z

A

T

I

7

O

N

I

F

M

D

■

8

I

O

T

9

R

10

R

O

E

11

D

O

D

D

F

R

A

N

K

M

N

■

12

S

A

13

D

I

R

E

C

T

D

Y

A

I

N

S

D

T

14

S

Y

S

T

E

M

A

T

I

C

R

N

I

G

B

U

T

I

O

N

Across:

4.	A transfer from an IRA to a Roth is known as a _
5.	The reversal of a Traditional IRA Contribution or Conversion into a Roth IRA or vice versa
10.	Acronym for the process of taking out disallowed or unwanted deposits made into an IRA

11.	Type of wire that requires verbal acceptance of fee disclosures before wire is sent
13.	A ____ disbursement allows a bene to take cash from the deceased IRA account without opening a Bene IRA
14.	Used for recurring RMD requests

Down:

1.	Used for a 401K disbursement
2.	A __ agreement would allow a client to borrow money on their QRP funds
3.	Allows the advisor to process disbursements on behalf of their client
6.	Form for setting up ACH instructions

7.	Standing IRA requests are known by this term and use the IRA Distribution form to set them up
8.	IRA Disbursements Form
9.	Once a client reaches 70.5 they must take money out of their IRA and it is known as this acronym
12.	“____ instruction” is needed on LOI to store for Future Third Party requests

© 2016 PuzzleFast.com, Noncommercial Use Only