Remote transactions in a secure environment
From your website, your staff and clients can use the Take Action Forms Center to perform remote transactions in a completely secure environment.
The Take Action Forms Center works with Retirement Central to allow your clients to open accounts at their convenience. The IRAdirect® online form wizards guide them through opening new accounts with your organization and managing existing accounts.
Your staff and clients can then print, sign, and deliver completed forms to your organization either in person, by mail, or through electronic submission with the eSign option. This option virtually eliminates the need for your clients to travel to your branch.
Retirement Central Versions and Key Features
- Content only – Life stages, education, planning tools
- Take Action Forms Center – Includes interactive and printable forms
- Take Action Forms Center with eSign – Interactive forms with electronic signature
Retirement Central® is a registered trademark of Ascensus, LLC.
IRAdirect® is a registered trademark of Ascensus, LLC.
