Tired of Stuffing Envelopes?
IRA Document Amendment Mailing Service
We offer a variety of Universal Amendments to update your IRA documents and convert them to Ascensus forms. The typical conversion process is simple.
- Select the appropriate Universal Amendment.
- Include the amendment in the next mailing to your existing account owners.
- Document which clients received the amendment and keep a copy in your master file.
Or, let us complete the entire conversion for you.
IRA Withholding Notice Mailing Service
The IRS requires you to notify IRA owners that they can change their income tax withholding elections for IRA distributions. The notice timing and frequency varies by IRA owner withdrawal elections.
We can process and mail your required withholding notices on a semi-annual schedule (June and December). If you’re on our Fully-Administered Program, we’ll generate the needed data collection file from IRAdirect®.
If not, you must submit your data collection file to us, and we’ll assist you in determining recipients for each mailing.
IRAdirect® is a registered trademark of Ascensus, LLC.