Updated Article VIII of Plan Agreement with Summary Disclosure Statement Amendment

20 page Booklet 4 x 8 3/4 "

Purpose of Form: There are two purposes for this amendment. Certain sections dealing with the designation of beneficiaries were changed. This is also an amendment to the disclosure statement. This disclosure statement amendment summarizes the new rules the IRS adopted in 1999 (and 1998). Some of these rules apply to 2000 and should be communicated to your IRA accountholders. You can use this amendment to update your existing inventory. This 4-page form may be folded for an additional fee.
Available in (C) custodial, (T) trust, or (SD) self directed custodial versions; please indicate C, T, or SD on your order form. This form does not contain the IRS January 2000 version of the IRS model forms.


This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders..

Updated Disclosure Statement Amendment

Purpose of Form: This amendment contains the same information as #72-T, but is formatted in a 4 1/16'' x 8 3/4'' booklet to be mailed in a standard #10 business envelope.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders..

Comprehensive Amendment

Purpose of Form: This amendment contains the same information as #74-T, but is formatted in a 4 1/16'' x 8 3/4'' booklet for mailing in a standard #10 business envelope.
This booklet is available in the custodial version only.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders..

Comprehensive Amendment

This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders..

Comprehensive Amendment

This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders..