Copyright License—IRA Provisions Only Disclosure Statement Amendment

A copyright license gives you flexibility to choose your amendment fulfillment method (print and mail or deliver electronically). Copyright License—IRA Provisions Only Disclosure Statement Amendment incorporates changes created under the Tax Cuts and Jobs Act of 2017 and the Bipartisan Budget Act of 2018.

To receive your license agreement, click Email Us to send an email with the following information.

  • Organization number
  • Organization name
  • Contact name
  • Contact email
  • Contact address
  • Total number of IRAs (Traditional, Roth, and SIMPLE combined)

Your license agreement will be generated and emailed for signature within three business days. Electronic files of copyrighted works will be delivered upon receipt of the signed agreement. You will receive a separate amendment for Traditional, Roth, and SIMPLE IRAs to use as applicable.