To access the IRA Rollover or Conversion Review form, do the following:

1. In Xperience > SilverLake > StreamLine Platform Menu > Recall existing accounts from Core.
2. On the Inquiry/Website Selection page click OK.
3. From the Application drop-down menu choose T-Time Deposit. 
4. In the Account Number field, enter the IRA account number.
5. From the Platform Type drop-down menu choose *MD- Miscellaneous CD Documents.
6. Press OK on each page until you reach the listing of IRA documents.
7. Click OK until you reach the page with Line 625 IRA, RTH, SIM - Rollover Review.
8. In line 625, type Y. 
9. Click OK twice.
10. Complete this document based on the client's unique situation.