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IRA Forms

Traditional or Rollover IRA

New Account Applications & Customer Agreement
IRA Simplifier

Roth IRA

New Account Applications & Customer Agreement
Roth IRA Simplifier

Coverdell ESA

New Account Applications & Customer Agreement
ESA IRA Simplifier

Simple IRA

New Account Applications & Customer Agreement
Simple IRA Simplifier
Simple IRA Plan Adoption Agreement
Simple IRA Plan Basic Plan Document
Simple IRA Plan Eligibility Form
Simple IRA Plan Salary Reduction Agreement
Simple IRA Plan Participation Notice & Summary Description

SEP IRA

New Account Applications & Customer Agreement
SEP Adoption Agreement
SEP Plan Document
SEP Summary for Employees
SEP Eligibility Form
IRA Simplifier

Money Purchase Plan

New Account Applications & Customer Agreement
Qualified Plan Basic Plan Document
Basic Plan Description for Employees
Money Purchase Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary

Profit Sharing Plan

New Account Applications & Customer Agreement
Qualified Plan Basic Plan Document
Basic Plan Description for Employees
Profit Sharing Standized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary

Solo 401(k)

New Account Applications & Customer Agreement
401k Plan Description
Basic Plan Description for Employees
Super Simplified 401k Standardized Adoption Agreement
Qualified Plan Employee Data Worksheet
Guide to Establishing a Qualified Retirement Plan
Designation of Beneficiary

IRA Deposits

IRA Deposit Form

IRA & Qualified Plan Distributions

IRA Distribution Form
Required Minimum Distribution Form
Roth IRA Distribution Form
Coverdell ESA Distribution Form
Qualified Plan Distribution Form

Roth Conversion

Roth Conversion Request

Option Risk Letters

Option Trading in a SDIRA
Option Spread Trading in a SDIRA
Option Trading by Retired Persons

Beneficiary Change

Change of Beneficiary Form

* Other fees and expenses may apply such as $50.00 IRA closing fees for outgoing IRA account transfers to another firm and early withdrawal penalties. Brokerage commissions always apply.

Options involve risk and are not suitable for all investors. Certain requirements must be met to trade options through Investrade. On-line trading has inherent risks due to delay or loss of online services, system performance, market conditions, erroneous or unavailable market data. Investors should understand these and additional risks before trading. Before considering any option transaction, please read Characteristics and Risks of Standardized Options provided by the Options Clearing Corporation (OCC), available in Adobe Acrobat PDF format. A current copy may also be obtained by calling Investrade at 1-800-498-7120 or by mailing your request to Investrade Discount Securities, P.O. Box 9503, Fort Myers, FL 33906-9503. Because of the importance of tax considerations, Investrade recommends consulting your tax advisor before contemplating any options transaction.

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