CM Forms Puzzle

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Across
  1. 3. Standing IRA requests are known by this term and use the IRA Distribution form to set them up
  2. 6. Allows the advisor to process disbursements on behalf of their client
  3. 7. A ____ disbursement allows a bene to take cash from the deceased IRA account without opening a Bene IRA
  4. 9. A transfer from an IRA to a Roth is known as a _
  5. 12. The reversal of a Traditional IRA Contribution or Conversion into a Roth IRA or vice versa
  6. 13. Once a client reaches 70.5 they must take money out of their IRA and it is known as this acronym
  7. 14. IRA Disbursements Form
Down
  1. 1. “____ instruction” is needed on LOI to store for Future Third Party requests
  2. 2. A __ agreement would allow a client to borrow money on their QRP funds
  3. 4. Used for a 401K disbursement
  4. 5. Type of wire that requires verbal acceptance of fee disclosures before wire is sent
  5. 8. Form for setting up ACH instructions
  6. 10. Used for recurring RMD requests
  7. 11. Acronym for the process of taking out disallowed or unwanted deposits made into an IRA