IRA Forms
 

IRA - Rollover, SEP, Traditional & Roth IRA Booklets

• Rollover IRA Brochure
• SEP-IRA Plan Brochure
• Traditional IRA & Roth IRA Brochure

IRA Applications and Forms 

• IRA-BDA (Beneficiary Distribution Account) - Use Traditional IRA Application
• IRA Application for all IRA types: Traditional, Rollover, SEP, IRA-BDA & Roth IRAs
• Application Instructions
• IRA Custodial Agreement and Disclosure Statement   
• Roth IRA Conversion Form
• IRA Contributions by Electronic Funds Transfer (EFT)
• Account Transfer Form - TOA
• Checkwriting Application
• Beneficiary Designation
• IRA Contribution Guide
• IRA / Roth Addendum

Cash Management Funds Prospectus

• Prospectus

Distribution Forms

• Distribution Options Brochure
• Distribution Request - Periodic Distribution Only
• 2009 Required Distribution Suspention Form - Age 70 1/2 or Older
• Transfer Request for Spouse Beneficiary
• Retirement Account Custom Payment Plan
• One-Time IRA Distribution Request Form
• Request for Required Minimum Distribution (RMD) Calculation

Additional IRA Forms

• Power of Attorney (POA) Affidavit & Indemnification for IRA Accounts**
  **A POA acting for the principal holder of an IRA MUST use this form. Do NOT use the POA Affidavit and Indemnification for general accounts found under New Account forms. 
• Sample Transfer Letter from Previous Custodian
• Successor Beneficiary Designation Change
• IRA BDA Life Expectancy Form (2002 Regulations)
• IRA Minimum Required Distribution (2002 Regulations)
• Uniform Lifetime Table
• IRA Recharacterization Form
• IRA Tax Withholding Change Form

SEP-IRA Package

• SEP-IRA Kit
• SEP-IRA Employee Contribution Agreement
• SEP Contribution Notice

Keogh Package (Premier Select Retirement Plan)

• Keogh Kit (See your FISN Representative)
• Keogh Application
• Keogh Distribution Form
• Keogh Earnings Distribution Form
• Keogh Beneficiary Form (See your FISN Representative)
• Special Tax Notice - Keogh (See your FISN Representative)
• Keogh Beneficiary Distribution Request (See your FISN Representative)