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Account Establishment
Quantity Imprinted Description

Simplifiers®
  #97 Traditional IRA (Trust)
  #98 Traditional IRA (Custodial)
  #100 Traditional IRA (Self-Directed Custodial)
  #6097 Roth IRA (Trust)
  #6098 Roth IRA (Custodial)
  #6100 Roth IRA (Self-Directed Custodial)
  #1097 SIMPLE IRA (Trust)
  #1098 SIMPLE IRA (Custodial)
  #1100 SIMPLE IRA (Self-Directed Custodial)
  #5097 Coverdell ESA (Trust)
  #5098 Coverdell ESA (Custodial)
  #3499 Health Savings Account Establishment Kit* (Trust)
  #3500 Health Savings Account Establishment Kit* (Custodial)

Simplifiers® For Credit Unions
  #98cu Traditional IRA (Credit Union Custodial)
  #6098cu Roth IRA (Credit Union Custodial)
  #1098 SIMPLE IRA (Custodial)
  #5098cu Coverdell ESA (Credit Union Custodial)
  #3500cu Health Savings Account Establishment Kit* (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)
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