• Beginning with a definition and explanation of what an IRA is, CWF’s IRA Procedures Manual progresses systematically through the many steps in administering an IRA. The manual addresses problem situations and offers solutions.
• This IRA Procedures Manual provides IRA personnel with clear, well-organized information on how to properly document transactions such as opening an account, transferring or rolling over an IRA, making IRA distributions and much more.
• The manual explains when a form must be used, what must be completed, and why it must be completed. Examples of forms are provided, as well as up-to-date information on IRA rules.
• CWF’s IRA Procedures Manual is a comprehensive resource you can use to train new personnel and instruct them in many of the basic rules governing IRAs.ANU
  
  

Assets                          Pricing

100 Million or less           $199.00
100 Million to 1 Billion     $299.00
1 Billion and more            $399.00