IRA E-Forms (IEM), HSA E-Forms (HSM)
Electronic forms from Wolters Kluwer Financial Services allow you to document transactions throughout
each account’s lifecycle. The IRA and HSA E-forms modules include the documents
you need to establish traditional IRAs, Roth IRAs, Coverdell Education Savings
Accounts (CESAs), and Health Savings Accounts (HSAs), and process ongoing
account transactions. E-forms eliminate the need to warehouse forms that may be
rendered obsolete due to rule changes.
Our electronic documents support most consumer deposit programs and integrate with
many Wolters Kluwer Financial Services partner software solutions. The IRA
E-forms module contains over 100 forms to help document transactions and
maintain compliance from account opening through account closure.
IRA E-Forms Module
The IRA E-Forms Module contains the documents necessary to administer your IRA, CESA,
and HSA programs. It includes documents for account establishment,
contributions, distributions, age 70½ required minimum distributions, beneficiary
administration, and more. We support traditional and Roth IRAs, Savings
Incentive Match Plan for Employees of Small Employers (SIMPLE) IRAs, simplified
employee pension (SEP) plans, Coverdell Education Savings Accounts, and Health
Savings Accounts (HSAs).
The IRA E-Forms Module includes documents such as:
- Traditional, Roth, and SIMPLE IRA, Coverdell, and Health Savings Account
Organizers and Booklets for account establishment
- IRA, CESA, and HSA contribution documents
- IRA, CESA, and HSA distribution documents
- Traditional IRA Age 70½ documents for required minimum distributions
- Earnings calculation documents for excess contribution and
recharacterization transactions
- Rollover and transfer request documents
- Rollover review documents for account owner verification of their
eligibility for a rollover transaction
- Notice of withholding documents for federal income tax withholding
notification requirements
- Traditional and Roth IRA Beneficiary Organizers for beneficiary IRA
establishment
- Beneficiary IRA contribution, distribution, and rollover documents
- Designation or change of beneficiary forms
- SIMPLE IRA employer plan and
SIMPLE IRA documents
- SEP plan documents
- Account Information Sheet to help meet Customer Identification Program
requirements
- And more
HSA E-Forms Module
For the organization that needs HSA documents only, the HSA E-Forms Module contains the
documents necessary to administer your HSA program. We offer documents for account establishment,
contributions, and distributions.
The HSA E-Forms Module includes documents such as:
- Health Savings Account Organizers and Booklets for account establishment
- HSA contribution documents
- HSA distribution documents
- Earnings calculation documents for excess contribution transactions
- Rollover and transfer request documents
- Rollover review documents for account owner verification of their
eligibility for a rollover transaction
- Designation or change of beneficiary form
- Account Information Sheet to help meet Customer Identification Program requirements
- And more
If interested in more information on our Electronic Documents or purchasing, please complete our Request More Information Form or use our IRA Document Order Form.
