At the beginning of February, you will receive a packet in the mail if you hold an IRA account with Provident Trust Group (Traditional, Roth, SEP, and SIMPLE). All IRA account holders will receive a 2014 statement and a Change/Update Contact Information Form. You can return the Change/Update Contact Information Form to us by mail, fax, or email if you feel it may be out of date.
To update your address prior to this mailing, please contact our customer service team at 888.855.9856.
- If you have a Traditional, SEP, or SIMPLE IRA and are age 70 ½ or more in 2015, you will also receive your Required Minimum Distribution (RMD) notification in this packet.
- If you made a distribution in 2014, you will receive a 1099-R form in a separate mailing.
- If you make a contribution by December 31, 2014, you will receive another letter in early February indicating the amount of the contributions you have made prior to the end of the calendar year.
Clients who have Solo K plans with us will receive a different mailing. These accounts will receive 1099-Rs, if a distribution was made, around the beginning of February as well as a questionnaire in the first quarter of the year to determine the value of the Solo K Plan.
We look forward to assisting you in the new year!
IRA for Dummies Book | Can I Contribute to a SEP and a Traditional IRA
IRA Money Market Accounts FDIC Insured | Professionally Managed IRA