1	Traditional IRA Simplifier		_____	Document changes to IRA owner information or account status
2	Traditional & SIMPLE IRA Withdrawal Authorization		_____	Recharacterize a Traditional or Roth IRA contribution (an irrevocable election)
3	Contribution and Investment Selection		_____	Open a Traditional IRA
4	Change Notice		_____	Request a transfer of Roth IRA assets to a Roth IRA
5	Direct Transfer Instructions		_____	Request a direct movement of assets from an employer-sponsored retirement plan to an IRA.
6	Traditional & SIMPLE IRA Transfer Request		_____	Request a transfer of Traditional IRA or SIMPLE IRA assets to a Traditional IRA or SIMPLE IRA
7	IRA Direct Rollover Request		_____	Document an ESA distribution
8	Roth IRA Simplifier		_____	Designate additional account beneficiaries
9	Roth IRA Transfer Request		_____	Request a direct movement of assets from an employer-sponsored retirement plan to an IRA
10	IRA Direct Rollover Request		_____	Request a direct movement of assets from an employer-sponsored retirement plan to an IRA.
11	Beneficiary Designation/Change		_____	Request a direct rollover of QRP assets or a transfer of IRA assets to a Traditional IRA or Roth IRA
12	Beneficiary Addendum		_____	Designate or change account beneficiaries
13	Contribution Recharacterization		_____	Document an IRA distribution
14	IRA Direct Rollover Request		_____	Document an IRA contribution
15	ESA Withdrawal Authorization		_____	Open a Roth IRA