IRA Forms & Documents

UPDATED FOR SECURE ACT OF 2019!  The Roth IRA Snap-Pac, available in either Trust or Custodial version, is complete, economical, and easy-to-use. This form contains the Roth IRA Application to Participate, the Roth IRA Plan Agreement, and the Roth IRA Disclosure Statement, with a pre-completed Financial Disclosure -- and an individual projection that can be completed if needed. 4-Page, Snap-Apart, 8 1/2 x 11.


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