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Forms/Documents

Consumer Marketing Brochures
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
Plan Maintenance
Disclosure Statement Amendments