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Quantity
Imprinted
Description
#603 Roth IRA vs. Traditional IRA: What Are Your Options?
#605 SIMPLE Really! SIMPLE Retirement Plans for Small Employers
#607* Roth IRAs: A Tax-Free Source of Retirement Income
#609* Coverdell Education Savings Accounts: One Step Closer to Your Child's Success
#610 403(b) Tax-Sheltered Annuity Plans: Issues and Answers
#613 Understanding Distributions: Withdrawing Your Retirement Plan Assets
#621* Traditional IRAs: The Retirement Plan For Everyone
#622 SEP Plans: Truly Simplified Retirement Plans
#628 Which Plan Is Right For You?: Choosing The Retirement Plan That Fits Your Business
#629 Transfers and Rollovers: Your Retirement Dollars On The Move
#630 IRA Investing Your Way: Options To Meet Your IRA Objectives
#632 Catch-Up Contributions: Close the Gap to Retirement
#647 Individual(k): A Retirement Savings Alternative For Self-Employed Business Owners
#651 Health Savings Accounts: A Tax Advantage to Offset Health Care Expenses
#645 IRA Enhancements: 2008 Legislation Affecting Your IRA
#625 Roth IRA Conversions: Doors Open Wide to Roth IRAs
#612 Inheriting an IRA: What Are Your Options?
#653 The Roth 401(k): Tax-Free Retirement Income
#648 Retirement Savings Distributions: Understanding Required Minimum Distributions
* Spanish versions available, others upon request. Please inquire when placing your order.
Contact a Customer Service Representative at (800) 346-3860, option 2 to place your order or request a free sample set.
Account Establishment
Quantity
Imprinted
Description
Simplifiers®
#97 Traditional IRA Simplifier® (Trust)
#98 Traditional IRA Simplifier® (Custodial)
#100 Traditional IRA Simplifier® (Self-Directed Custodial)
#6097 Roth IRA Simplifier® (Trust)
#6098 Roth IRA Simplifier® (Custodial)
#6100 Roth IRA Simplifier® (Self-Directed Custodial)
#1097 SIMPLE IRA Simplifier® (Trust)
#1098 SIMPLE IRA Simplifier® (Custodial)
#1100 SIMPLE IRA Simplifier® (Self-Directed Custodial)
#5097 Coverdell ESA Simplifier® (Trust)
#5098 Coverdell ESA Simplifier® (Custodial)
Simplifiers® For Credit Unions
#98cu Traditional IRA Simplifier® (Credit Union Custodial)
#6098cu Roth IRA Simplifier® (Credit Union Custodial)
#1098 SIMPLE IRA Simplifier® (Custodial)
#5098cu Coverdell ESA Simplifier® (Credit Union Custodial)
Universal Amendments
#71 Traditional IRA (Trust)
#70 Traditional IRA (Custodial)
#72 Traditional IRA (Self-Directed Custodial)
#73 Traditional IRA (Self-Directed Trust)
#6071 Roth IRA (Trust)
#6070 Roth IRA (Custodial)
#6072 Roth IRA (Self-Directed Custodial)
#6073 Roth IRA (Self-Directed Trust)
#1071 SIMPLE IRA (Trust)
#1070 SIMPLE IRA (Custodial)
#1072 SIMPLE IRA (Self-Directed Custodial)
#1073 SIMPLE IRA (Self-Directed Trust)
Universal Amendments for Credit Unions
#70cu Traditional IRA (Credit Union Custodial)
#6070cu Roth IRA (Credit Union Custodial)
#1070 SIMPLE IRA (Custodial)
#5070 Coverdell Education Savings Account (Custodial)
Establishment Kits
#3499 Health Savings Account Establishment Kit* (Trust)
#3500 Health Savings Account Establishment Kit* (Custodial)
#97-IH Inherited Traditional IRA Establishment Kit (Trust)
#98-IH Inherited Traditional IRA Establishment Kit (Custodial)
#100-IH Inherited Traditional IRA Establishment Kit (Self-Directed Custodial)
#6097-IH Inherited Roth IRA Establishment Kit (Trust)
#6098-IH Inherited Roth IRA Establishment Kit (Custodial)
#6100-IH Inherited Roth IRA Establishment Kit (Self-Directed Custodial)
Establishment Kits for Credit Unions
#3500cu Health Savings Account Establishment Kit* (Credit Union Custodial)
#98-CI Inherited Traditional IRA Establishment Kit (Credit Union Custodial)
#6098-CI Inherited Roth IRA Establishment Kit (Credit Union Custodial)
Account Maintenance
Quantity
Imprinted
Description
Forms Usage Key
T
Use with Traditional IRAs
R
Use with Roth IRAs
S
Use with SIMPLE IRAs
E
Use with Coverdell ESAs
P
Use with SEP plans
H
Use with HSAs
#5314 Coverdell ESA Withdrawal Statement E
#3314 HSA Withdrawal Statement H
#319 Substantially Equal IRA Payment Notice and Certification T S
#301 IRA Designation of Beneficiary* T R S
#6123 Roth IRA Excess Worksheet T R
#5301 Coverdell ESA Designation of Beneficiary E
#3301 HSA Designation Beneficiary H
#305 IRA Recharacterization Request T R S
#317 IRA Withholding Notice and Election T R S
#123 IRA Excess Worksheet T
#107 IRA Contribution T R S P
#112 IRA Contribution/Investment T R S P
#5107 Coverdell ESA Contribution E
#3107 HSA Contribution/Investment Form H
#109 IRA Eligibility and Information T R S P
#3109 HSA Eligibility and Information H
#103 IRA Rollover Certification T S
#6103 Roth IRA Rollover Certification R
#5103 Coverdell ESA Rollover Certification E
#3103 HSA Rollover Certification H
#6305 Roth IRA Direct Conversion Request R
#487 Direct Rollover Request T
#302 IRA Transfer Request T S
#6302 Roth IRA Transfer Request R
#3302 HSA Transfer Request H
#5302 Coverdell ESA Transfer Request E
#122 IRA Required Distribution Notice T S
#323 Notice of Distribution T S
#322 Required Minimum Distributions (RMD) T S
#321 Beneficiary Distribution Election T R S
#6322 Roth IRA Qualified Distributions R
#314 IRA Withdrawal Statement T S
#6314 Roth IRA Withdrawal Statement R
#5311 Coverdell ESA Change of Account Information E
#5123 Coverdell ESA Excess Worksheet E
#6306 Roth IRA Conversion Certification R
#3123 HSA Excess Worksheet
*#307 Inherited IRA Designation of Beneficiary is also available
**This certificate is subject to applicable federal and state rules and regulations, which may require additional information to be provided.
Plan Establishment
Quantity
Imprinted
Description
#600 SIMPLE IRA Plan Employer Establishment Kit
#516 5305-SIMPLE IRA Plan Kit (For use with a DFI)
#517 5304-SIMPLE IRA Plan Kit (Not subject to DFI rules)
#400 Standard SEP Plan Prototype Kit
#410 Universal SEP Plan Prototype Kit
#411 Universal SEP Plan Employee Information Booklet
#416 5305-SEP Plan Kit
#421 Standard SEP Plan Employee Information Booklet
Plan Maintenance
Quantity
Imprinted
Description
#486* Application for Distribution
#482* Distribution Notice
#481* Designation of Beneficiary
#223 Qualified Plan Withholding Reminder Notice
#272 401(k) Enrollment/Investment Selection Form
#487 Direct Rollover Request
#221 QRP Loan Kit
#222 Qualified Plan Transfer Request
Disclosure Statement Amendments
Quantity
Imprinted
Description
#30 Traditional IRA Disclosure Statement Amendment - Full
#6031 Roth IRA Disclosure Statement Amendment - Provisions Only
#1060 SIMPLE IRA Disclosure Statement Amendment - Full
#31 Traditional IRA Disclosure Statement Amendment - Provisions Only
#1061 SIMPLE IRA Disclosure Statement Amendment - Provisions Only
#6030 Roth IRA Disclosure Statement Amendment - Full
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