Tired of Stuffing Envelopes?
Amendment Mailing Service
We offer a variety of Universal Amendments to update your IRA and HSA documents and convert them to Ascensus forms. The typical conversion process is simple.
- Select the appropriate Universal Amendment.
- Include the amendment in the next mailing to your existing account owners.
- Document which clients received the amendment and keep a copy in your master file.
Or, let us complete the entire conversion for you.
We can also help you deliver disclosure statement amendments to account owners to keep them informed of legislative and regulatory changes. Learn more
IRA Withholding Notice Mailing Service
The IRS requires you to notify IRA owners that they can change their income tax withholding elections for IRA distributions. The notice timing and frequency varies by IRA owner withdrawal elections. We can process and mail your required withholding notices on a semi-annual schedule (June and December). If you’re on our Fully-Administered Program, we’ll generate the needed data collection file from IRAdirect®. If not, you must submit your data collection file to us, and we’ll assist you in determining recipients for each mailing.
Beneficiary Update Mailing Service
The beneficiary claims process isn’t always easy – but you shouldn’t have to dread it. Let us help you to ensure that you have current beneficiary designations on file for all your IRA and HSA owners. We can process and mail a reminder to your account owners to review their current beneficiaries – and use our enclosed forms to make a new beneficiary designation if there are any changes. If you’re on our Fully-Administered Program, we’ll generate the needed data collection file from IRAdirect. If not, you must submit your data collection file to us, and we’ll assist you in determining recipients for each mailing.
IRAdirect® is a registered trademark of Ascensus, LLC.
