Retirement Savings Resources for Banks and Credit Unions
Have Questions? Call 800-346-3860, option 2, suboption 1
Account Establishment — Amendments
- #1070 SIMPLE IRA Amendment (Custodial)
- #1071 SIMPLE IRA Amendment (Trust)
- #1072 SIMPLE IRA Amendment (Self-Directed Custodial)
- #6070 Roth IRA Amendment (Custodial)
- #6070-IH Roth Inherited IRA Amendment (Custodial)
- #6071 Roth IRA Amendment (Trust)
- #6071-IH Roth Inherited IRA Amendment (Trust)
- #6072 Roth IRA Amendment (Self-Directed Custodial)
- #6072-IH Roth Inherited IRA Amendment (Self-Directed Custodial)
- #70 Traditional IRA Amendment (Custodial)
- #70-IH Traditional Inherited IRA Amendment (Custodial)
- #71 Traditional IRA Amendment (Trust)
- #71-IH Traditional Inherited IRA Amendment (Trust)
- #72 Traditional IRA Amendment (Self-Directed Custodial)
- #72-IH Traditional Inherited IRA Amendment (Self-Directed Custodial)
Account Establishment — Simplifiers
- #100 Traditional IRA Simplifier® (Self-Directed Custodial)
- #100 Traditional IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #100-IH Inherited Traditional IRA Simplifier® (Self-Directed Custodial)
- #100-IH Inherited Traditional IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #1097 SIMPLE IRA Simplifier® (Trust)
- #1097 SIMPLE IRA Simplifier® (Trust) (Imprinted)
- #1098 SIMPLE IRA Simplifier® (Custodial)
- #1098 SIMPLE IRA Simplifier® (Custodial) (Imprinted)
- #1100 SIMPLE IRA Simplifier® (Self-Directed Custodial)
- #1100 SIMPLE IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #6097 Roth IRA Simplifier® (Trust)
- #6097 Roth IRA Simplifier® (Trust) (Imprinted)
- #6097-IH Inherited Roth IRA Simplifier® (Trust)
- #6097-IH Inherited Roth IRA Simplifier® (Trust) (Imprinted)
- #6098 Roth IRA Simplifier® (Custodial)
- #6098 Roth IRA Simplifier® (Custodial) (Imprinted)
- #6098-IH Inherited Roth IRA Simplifier® (Custodial)
- #6098-IH Inherited Roth IRA Simplifier® (Custodial) (Imprinted)
- #6100 Roth IRA Simplifier® (Self-Directed Custodial)
- #6100 Roth IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #6100-IH Inherited Roth IRA Simplifier® (Self-Directed Custodial)
- #6100-IH Inherited Roth IRA Simplifier® (Self-Directed Custodial) (Imprinted)
- #97 Traditional IRA Simplifier® (Trust)
- #97 Traditional IRA Simplifier® (Trust) (Imprinted)
- #97-IH Inherited Traditional IRA Simplifier® (Trust)
- #97-IH Inherited Traditional IRA Simplifier® (Trust) (Imprinted)
- #98 Traditional IRA Simplifier® (Custodial)
- #98 Traditional IRA Simplifier® (Custodial) (Imprinted)
- #98-IH Inherited Traditional IRA Simplifier® (Custodial)
- #98-IH Inherited Traditional IRA Simplifier® (Custodial) (Imprinted)
Account Maintenance
- #106 Special Contributions T R E
- #106 Special Contributions T R E (Imprinted)
- #107 Traditional IRA Contribution and Investment Selection T S P
- #107 Traditional IRA Contribution and Investment Selection T S P (Imprinted)
- #109 Traditional IRA Contribution Eligibility T
- #109 Traditional IRA Contribution Eligibility T (Imprinted)
- #121 IRA Beneficiary Reminder Notice T R S
- #121 IRA Beneficiary Reminder Notice T R S (Imprinted)
- #123 IRA Excess Worksheet T
- #123 IRA Excess Worksheet T (Imprinted)
- #2310 IRA HSA Investment Change T R S H
- #2310 IRA HSA Investment Change T R S H (Imprinted)
- #301 IRA Designation of Beneficiary* T R S
- #301 IRA Designation of Beneficiary* T R S (Imprinted)
- #301-SU IRA Beneficiary Designation Addendum T R
- #301-SU IRA Beneficiary Designation Addendum T R (Imprinted)
- #302 Traditional and SIMPLE IRA Transfer Request T S
- #302 Traditional and SIMPLE IRA Transfer Request T S (Imprinted)
- #305 IRA Recharacterization Election T R S
- #305 IRA Recharacterization Election T R S (Imprinted)
- #307 Inherited IRA Designation of Beneficiary T R S
- #307 Inherited IRA Designation of Beneficiary T R S (Imprinted)
- #311 IRA Information Change T R S
- #311 IRA Information Change T R S (Imprinted)
- #314 IRA Withdrawal Authorization T S
- #314 IRA Withdrawal Authorization T S (Imprinted)
- #317 IRA Withholding Notice and Election T R S
- #317 IRA Withholding Notice and Election T R S (Imprinted)
- #319 Substantially Equal Periodic Payment Election T S
- #319 Substantially Equal Periodic Payment Election T S (Imprinted)
- #321 Beneficiary Required Election T R S
- #321 Beneficiary Required Election T R S (Imprinted)
- #322 Required Minimum Distribution Scheduled Payment Election T S
- #322 Required Minimum Distribution Scheduled Payment Election T S (Imprinted)
- #323 Notice of Distribution T S
- #323 Notice of Distribution T S (Imprinted)
- #487 Direct Rollover Request T R
- #487 Direct Rollover Request T R (Imprinted)
- #6107 Roth IRA Contribution and Investment Selection
- #6107 Roth IRA Contribution and Investment Selection (Imprinted)
- #6109 Roth IRA Contribution Eligibility R
- #6109 Roth IRA Contribution Eligibility R (Imprinted)
- #6123 Roth IRA Excess Worksheet T R
- #6123 Roth IRA Excess Worksheet T R (Imprinted)
- #6302 Roth IRA Transfer Request R
- #6302 Roth IRA Transfer Request R (Imprinted)
- #6305 Roth IRA Direct Conversion Request R
- #6305 Roth IRA Direct Conversion Request R (Imprinted)
- #6314 Roth IRA Withdrawal Authorization R
- #6314 Roth IRA Withdrawal Authorization R (Imprinted)
Plan Establishment
- #400 Standard SEP Plan Prototype Kit
- #410 Universal SEP Plan Prototype Kit
- #411 Universal SEP Plan Employee Information Booklet
- #416 5305-SEP Plan Kit
- #421 Standard SEP Plan Employee Information Booklet
- #516 5305-SIMPLE IRA Plan Kit (For use with a DFI)
- #517 5304-SIMPLE IRA Plan Kit (Not subject to DFI rules)
- #600 SIMPLE IRA Plan Employer Establishment Kit
Plan Maintenance
- #221 Qualified Retirement Plan and 403(b) Loan Kit
- #222 Qualified Plan Transfer Request
- #223 QRP Withholding Reminder Notice
- #272 401(k) Enrollment/Investment Selection Form
- #481 QRP Designation of Beneficiary
- #482 QRP Distribution Notice
- #486 QRP Application for Distribution
- #487 Direct Rollover Request T R
Marketing Materials
- #26192 IRAs: Growing Your Savings During Every Stage of Life (10/2017)
- #26192 IRAs: Growing Your Savings During Every Stage of Life (10/2017) (Imprinted)
- #26236 Statement Stuffer – IRAs: Growing Your Savings During Every Stage of Life (10/2017)
- #26236 Statement Stuffer – IRAs: Growing Your Savings During Every Stage of Life (10/2017) (Imprinted)
- #26237 Roth IRAs: Answers to Your Questions (10/2017)
- #26237 Roth IRAs: Answers to Your Questions (10/2017) (Imprinted)
- #26239 Traditional IRAs: Answers to Your Questions (10/2017)
- #26239 Traditional IRAs: Answers to Your Questions (10/2017) (Imprinted)
- #26240 Roth IRA vs. Traditional IRA: Exploring Your IRA Options (10/2017)
- #26240 Roth IRA vs. Traditional IRA: Exploring Your IRA Options (10/2017) (Imprinted)
- #26242 Statement Stuffer – Roth IRA vs. Traditional IRA: Exploring Your IRA Options (10/2017)
- #26242 Statement Stuffer – Roth IRA vs. Traditional IRA: Exploring Your IRA Options (10/2017) (Imprinted)
- #603 Roth IRA vs. Traditional IRA: Taking a Closer Look at Eligibility (10/2017)
- #603 Roth IRA vs. Traditional IRA: Taking a Closer Look at Eligibility (10/2017) (Imprinted)
- #605 SIMPLE IRA Plans for Small Employers: Living the SIMPLE Life (10/2017)
- #605 SIMPLE IRA Plans for Small Employers: Living the SIMPLE Life (10/2017) (Imprinted)
- #607 Roth IRAs: Reeling in Your Retirement Savings With a Roth IRA (10/2017)
- #607 Roth IRAs: Reeling in Your Retirement Savings With a Roth IRA (10/2017) (Imprinted)
- #610 403(b) Plans: Saving for Retirement Doesnt Have to Be an Uphill Battle (10/2017)
- #610 403(b) Plans: Saving for Retirement Doesnt Have to Be an Uphill Battle (10/2017) (Imprinted)
- #612 Inheriting an IRA: Choosing Your Beneficiary Distribution Options (10/2017)
- #612 Inheriting an IRA: Choosing Your Beneficiary Distribution Options (10/2017) (Imprinted)
- #613 IRA Distributions: Navigating the Maze of IRA Distributions (10/2015)
- #613 IRA Distributions: Navigating the Maze of IRA Distributions (10/2015) (Imprinted)
- #621 Traditional IRAs: Planting Your Garden of Savings the Traditional Way (10/2017)
- #621 Traditional IRAs: Planting Your Garden of Savings the Traditional Way (10/2017) (Imprinted)
- #622 Simplified Employee Pension Plans: Securing Your Retirement One SEP at a Time (10/2017)
- #622 Simplified Employee Pension Plans: Securing Your Retirement One SEP at a Time (10/2017) (Imprinted)
- #625 Conversions: Moving Into a Roth IRA (10/2015)
- #625 Conversions: Moving Into a Roth IRA (10/2015) (Imprinted)
- #628 Retirement Plans: Choosing the Right Retirement Plan For Your Business (10/2017)
- #628 Retirement Plans: Choosing the Right Retirement Plan For Your Business (10/2017) (Imprinted)
- #629 Transfers and Rollovers: Moving Money Between Your IRAs Is a Walk in the Park (10/2016)
- #629 Transfers and Rollovers: Moving Money Between Your IRAs Is a Walk in the Park (10/2016) (Imprinted)
- #630 Self-Directed IRA Investments: Investing in Your Future (10/2016)
- #630 Self-Directed IRA Investments: Investing in Your Future (10/2016) (Imprinted)
- #632 Catch-Up Contributions: Catching Up on Saving for Retirement (10/2017)
- #632 Catch-Up Contributions: Catching Up on Saving for Retirement (10/2017) (Imprinted)
- #640 Qualified Retirement Plan Distributions: Cashing in on Your Rainy Day (10/2017)
- #640 Qualified Retirement Plan Distributions: Cashing in on Your Rainy Day (10/2017) (Imprinted)
- #642 Retirement Plan Rollovers: Rolling Your Way to Retirement (10/2016)
- #642 Retirement Plan Rollovers: Rolling Your Way to Retirement (10/2016) (Imprinted)
- #647 Individual(k) Plans: Branching Out on Your Own (10/2017)
- #647 Individual(k) Plans: Branching Out on Your Own (10/2017) (Imprinted)
- #648 Required Minimum Distributions: Stretching Your Retirement Savings (10/2016)
- #648 Required Minimum Distributions: Stretching Your Retirement Savings (10/2016) (Imprinted)
- #653 Roth 401(k) Plans: Sprinting Toward Retirement With a Roth 401(k) (10/2017)
- #653 Roth 401(k) Plans: Sprinting Toward Retirement With a Roth 401(k) (10/2017) (Imprinted)
- #654 Transitioning Into Retirement: Planning Your Trip to Retirement (10/2017)
- #654 Transitioning Into Retirement: Planning Your Trip to Retirement (10/2017) (Imprinted)