$0.86
| # of Accounts | Cost per IRA |
| 1-249 | $0.86 |
| 250-999 | $0.78 |
| 1000-1499 | $0.69 |
| 1500-1999 | $0.65 |
| 2000-4999 | $0.60 |
| 5000-9999 | $0.53 |
| 10000-14999 | $0.47 |
| 15000-19999 | $0.44 |
| 20000-24999 | $0.42 |
| 25000-29999 | $0.40 |
| 30000 | $0.39 |
NOTE: Forms are available to be purchased individually, and there are no minimum quantity requirements.
For information and pricing on amendments that include your logo and/or organization name, or for other customization, please contact an Ascensus Customer Service Representative at (800) 346-3860, option 2, suboption 1.
Additional quantities are available at a reduced fee.
Our store will be updated soon to include amendments for the final RMD regulations that become effective in 2025.
Traditional IRA Full Disclosure Statement Amendment incorporates changes created under the Setting Every Community Up for Retirement Enhancement (SECURE 2.0) Act. No minimum order requirement.
Other IRA Amendments for SECURE 2.0
Roth IRA
SIMPLE IRA
Inherited Traditional IRA
Inherited Roth IRA
