Lobby Brochure Checklist

Ascensus’ lobby brochures are constantly monitored to accommodate changes brought about by new tax laws and, equally important, to respond to your requests and needs. This checklist provides you with the date of the most current version of the designated brochure. Versions which are technically inaccurate because of subsequent law changes or IRS pronouncements are listed in the column entitled “Obsolete Version.” If no date appears in the obsolete column, all existing versions may be used-and so, the current version of pre-printed brochures are generally available upon the depletion of existing inventory supplies. This checklist will be updated periodically.

If you need assistance or would like to update your forms inventory, contact a Customer Service Representative at 800-346-3860, option 2, suboption 1.

 

Lobby Brochures

No. Name Current Version Obsolete Version
IRAs: Account Overview and Establishment
26237 Roth IRAs: Prepare for your future with a Roth IRA. 1/2020 Any prior to 10/2015 E
26239 Traditional IRAs: Save for your retirement with a Traditional IRA. 1/2020 Any prior obsolete E
26240 Traditional and Roth IRAs: An IRA can help you save more for retirement. 1/2020 Any prior obsolete E
IRA and Retirement Savings: Account Maintenance
612 Inherited IRAs: Understand your beneficiary distribution options. 1/2020  Any prior obsolete for deaths on or after Jan 1, 2019 E
656 Transfers, Rollovers, and Conversions: Move your retirement savings without losing tax benefits. 10/2019 E
657 IRA and Retirement Plan Distributions: Is it time to cash in on your retirement savings? 1/2020 Any prior obsolete E
Coverdell ESAs: Account Overview and Establishment
26238 Coverdell ESAs: Help the child in your life achieve a bright future. 10/2019 Recommend 10/2018 or later E
HSAs: Account Overview and Establishment
651 Health Savings Accounts: An HSA is more than just a savings account for medical
expenses.
7/2020 Any prior to 10/2010, 6/2017, 3/2018 E
655 Health Savings Accounts for Employers: An HSA completes your health benefits package. 7/2020 Any prior to 10/2010, 6/2017, 3/2018 E
Employer Sponsored Plans: Plan Overview and Establishment
628 Retirement Plans: Find the right retirement plan for your business. 1/2020 Any prior obsolete E
659 SEP, SIMPLE IRA, and Individual(k)TM Plans: There’s a plan for your business. 1/2020 Any prior obsolete E

 

Key
E eBrochure available through the Ascensus eResource Center.

Printed Forms Checklist
Qualified Retirement Plan Forms Checklist