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Customer Identification Program (CIP) Notice
Important Information About Procedures for Opening a New Account

“To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.”

IRA FORMS

IRA: Traditional and Roth IRAs, Rollover IRA, SEP IRA Booklets

• Traditional IRA/Roth IRA Brochure
• Rollover IRA Brochure
• SEP-IRA Brochure

IRA Applications and Forms

• IRA-BDA, Beneficiary Distribution Account - as of Dec. 2006, same forms as regular IRA accounts
• Application Instructions
• IRA Application-for all account types: Traditional IRA, Rollover, Roth , SEP and IRA-BDA
• IRA Custodial Agreement and Disclosure Statement   
• Roth IRA Conversion Form
• Contributions by EFT
• Account Transfer Form - TOA
• Checkwriting Application
• Successor Beneficiary Designation Form
• IRA Contribution Guide

Cash Management Funds Prospectus

• Prospectus

IRA Distribution Forms

• Distribution Request - Periodic Distribution Only
• One-Time IRA Distribution Request Form
• Retirement Account Custom Payment Plan
• Transfer Request for Spouse Beneficiary
• Distribution Options Brochure

Additional IRA Forms

• Request for RMD Calculation
• Premier Select IRA-Power of Attorney Affidavit and Indemnification**
  **A POA acting for the principal holder of an IRA MUST use this form. Do NOT use the POA Affidavit and Indemnification for general accounts found under New Account forms.
• Sample Letter from previous IRA Custodian or Trustee
• IRA Recharacterization Form
• IRA Tax Withholding Change Form
• IRA BDA Life Expectancy Form (2002 Regulations)
• IRA Minimum Required Distribution (2002 Regulations)
• Uniform Lifetime Table
• SEPP-Distribution for Substantially Equal Payments

SEP-IRA Package

• Employer Application for the SEP-IRA
• SEP-IRA Contribution Agreement
• SEP Contribution Notice

Keogh Package (Premier Select Retirement Plan)

• Keogh Kit (See your FISN Representative)
• Keogh Application
• Keogh Distribution Form
• Keogh Account Earnings Plan
• Keogh Beneficiary Form (See your FISN Representative)
• Special Tax Notice - Keogh (See your FISN Representative)
• Keogh Beneficiary Distribution Request (See your FISN Representative)

* All forms are interactive unless noted. Using Adobe Acrobat fill out the form then print it. You cannot submit the form via internet.