Disclosure statement amendments

In response to recent legislative changes, we have amended our traditional IRA, SEP IRA, Roth IRA, and SIMPLE IRA account documents to bring them up to date. View the updated document that pertains to your account type below.

IRA/SEP IRA disclosure statement amendment

This traditional IRA/SEP IRA disclosure statement amendment updates the IRA documents that we previously provided to you.

Roth IRA disclosure statement amendment

This Roth IRA disclosure statement amendment updates the Roth IRA documents that we previously provided to you. 

SIMPLE IRA disclosure statement amendment

This SIMPLE IRA disclosure statement amendment updates the SIMPLE IRA documents that we previously provided to you.