Updated Amendments to Disclosure Information
We recommend that you review this information carefully and keep it with your original IRA documentation. These amended documents will replace and supersede all previously published plan agreements and disclosure statements.
You do not need to sign the documents or return anything to us in order for this amendment to apply to your IRA. These revisions are either routine updates or required provisions, and will take effect in 30 days. If you have objections or questions, we want to hear from you.
- Traditional IRA Disclosure Information
- Roth IRA Disclosure Information
- SEP IRA Disclosure Information
- SIMPLE IRA Disclosure Information
- Education Savings Account Disclosure Information
- Health Savings Account Disclosure Information
- Inherited Traditional IRA Disclosure Information
- Inherited Roth IRA Disclosure Information
If you have questions, please feel free to contact VIP Services at (888) 855-9856.