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: Answers to Your Questions 1/2020 Any prior to 10/2015 E
26239 Traditional IRAs: Answers to Your Questions 1/2020 Any prior obsolete
26240 Roth IRA vs. Traditional IRA: Exploring Your IRA Options 1/2020 Any prior obsolete
IRA and Retirement Savings: Account Maintenance
612 Inheriting an IRA: Contemplating Your Beneficiary Distribution Options 1/2020  Any prior obsolete for deaths on or after Jan 1, 2019
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
Coverdell ESAs: Account Overview and Establishment
26238 Coverdell Education Savings Accounts: Answers to Your Questions 10/2018 Recommend 10/2018 or later E
HSAs: Account Overview and Establishment
651 Health Savings Accounts: Balancing Rising Health Care Costs 10/2019 Any prior to 10/2010, 6/2017, 3/2018 E
655 Health Savings Accounts for Employers: Building Up Your Employee Benefits 10/2019 Any prior to 10/2010, 6/2017, 3/2018 E
Employer Sponsored Plans: Plan Overview and Establishment
628 Retirement Plans: Choosing the Right Retirement Plan for Your Business 1/2020 Any prior obsolete
659 SEP, SIMPLE IRA, and Individual(k)™ Plans: There’s a plan for your business. 1/2020 Any prior obsolete


E eBrochure available through the Ascensus eResource Center.

2018 Printed Forms Checklist
Qualified Retirement Plan Forms Checklist