Self-Administered Program

We take the guess work out of forms generation with our Self-Administered Program.

Leveraging Technology to Reduce Errors

The Self-Administered Program eliminates the need for paper forms, automatically selects the right forms for transactions, and uses technology to catch common errors.

Ascensus leverages guided transaction paths that are intuitive and easy to understand. Our built-in compliance logic makes forms selection a breeze. Forms are user-friendly and our eSign capabilities provide for a paperless workflow with auto imaging functionality.

Ascensus provides unparalleled support for your IRA and HSA products through our call center, administrative calendars and checklists, and training videos.

Program Features

  • Compliant Forms Generation. Smart and compliant automatic forms selection
  • eSign and Integrated Document Imaging. We provide a convenient and efficient paperless process
  • Call center support. We take over 100,000 calls annually to help our clients with their IRA and HSA questions
  • Technical reference manuals. Our collection of online technical reference manuals for your staff contains rules, regulations, and authoritative guidance. The collection includes IRAs, HSAs, SEP and SIMPLE IRA plans, including FAQs and more
  • Staff Training. System and compliance training

Add on Features

  • Integration with IRAdirect express™. We partner with core processing systems to create efficiencies and eliminate dual entry. Add to your program >
  • Retirement Central Take Action Forms Center. Provides education and planning tools for your clients and let’s your clients open and manage their IRA and HSA transactions. Add to your program >
  • IRAdirect Training Environment. Test and train your staff without the risk of affecting live data. Train with IRAdirect Interact >
  • IRAdirect eSign. We provide a convenient and efficient paperless process. Change your business >

Looking for ways to create efficiencies, avoid costly tax-reporting errors, simply your beneficiary claims process, and manage account owner RMD and scheduled payments? Our Fully-Administered Program is designed to help you spend less time on back-office administration and more time growing your business. Explore our full-service program >

Have questions?
Call center support 800-356-9140

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