Replies to post #409444 on Mr Cooper Group Inc (COOP)

[mypenneys]

Roll Over IRA To Roth IRA
First thing to do is go on line and create a ROTH IRA you have to establish the ACCOUNT FIRST. Took me about 10 minutes to go on line and create the account as to generate a account number to roll into.
2nd Thing to do is Get the correct form online from your Brokage Account
3rd thing would be is to make sure it's the correct form
In my case they emailed me the wrong form 3 times
I am listing the correct form for a TDAmeritrade Account
It's called a ROTH Conversion Form and at the bottom right corner.

There is a Form Code. TDA 995 07/13
Make sure you get this form because the people there sent me an older form and they won't except that form the one above is the newest form.

This info is only for rolling from a IRA Account to a Roth IRA Account
Zero value on Escrow Shares makes sense to me to roll it to a Roth IRA while it has zero dollar value.
You have to have a existing IRA with Escrow Shares in it already in order to roll over to a Roth IRA.

From MYPENNEYS. Frank