CARES Act 2020

New RMD Waiver Form, Notice of Changes and Customer Brochure

The CARES Act made changes to both the contribution and distribution rules for 2020. Order the lastest updated forms and customer brochure from PMC to help service your IRA customers and to keep them up-to-date.

 

Notice and Election to Waive 2020 Scheduled Distribution

 

This form allows Traditional, SEP and SIMPLE IRA owners who were age 70½ or older prior to 2020 and for beneficiaries of deceased IRA owners to temporarily waive their required minimum distributions for 2020. Two-part, one-sided, black ink, 8½” x 11”.

 

Not Imprinted | Imprinted

 

Notification of Changes to IRAs for 2020

 

This notification explains the changes to the Traditional and Roth IRA rules made by the CARES Act. This notification may be used as a supplement with PMC’s Traditional, Roth and SIMPLE IRA Snap-Pacs, and, in addition, may be sent to existing IRA holders to advise your clients of the temporary changes for 2020. One-sided, black ink, 8½” x 11”.

 

Not Imprinted | Imprinted

 

 

CARES Act of 2020

 

Our new IRA customer brochure explains the changes to the Traditional and Roth IRA rules made by the CARES Act. You get an attractive, attention getting six-panel brochure printed in full color on high-quality stock ideal for rack displays, statement inserts and mailings. Plus, the ability to print your organization’s name and logo on front and back panels in full color. #10595 – Not Imprinted

 

Not Imprinted | Imprinted

 

 

PMC forms and documents are available in both electronic and paper format, ensuring you have the necessary version that allows you to work most efficiently.

 

Get a FREE, no-obligation quote on the electronic version by calling 800-233-3207

Always Stay Informed With Our FREE Early Warning Emails!

Receive breaking news, timely reminders of key dates, IRS announcements, deadlines, and more from PMC.

Sign up