Forms

• Individual Retirement Account (IRA) Application
• Fee Schedule
• Account Transfer Request
• Distribution Form / Notice of Withholding
• Buy Direction Letter
• Sell Direction Letter

IRS Publications, Codes and Taxes

• IRS Pub 560 - Small Business Retirement Plans
• IRS Pub 590 - Individual Retirement Accounts
• IRS Pub 598 - Tax on Unrelated Business Income
• IRS Code 408 - Individual Retirement Accounts
• IRS Code 408(a) - Roth IRA – FAQ’s
• IRS Code 4975 - Taxes on Prohibited Transactions

• Tax Topic 309 - Roth IRA Contributions
• Tax Topic 412 - Lump Sum Distributions
• Tax Topic 413 - Rollovers from Retirement Plans
• Tax Topic 424 - 401(k) Plans
• Tax Topic 428- Roth IRA Distributions
• Tax Topic 451 - Individual Retirement Accounts
• Tax Topic 555 - Ten Year Tax Option for Lump-Sum Distributions
• Tax Topic 557 - Tax on Early Distributions from Traditional and Roth IRA’s

• IRA Based Plans
• IRA Rollovers
• IRA FAQ’s

• UBIT - Unrelated Business Income Tax - General Rules
• UBIT - Unrelated Business Income Tax - Special Rules