$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.
SIMPLE IRA Full Disclosure Statement Amendment incorporates changes created under the final RMD regulations and other related regulations that contain guidance impacting required distributions from IRAs. No minimum order requirement.
Other IRA Amendments for the 2024 RMD Regulations
Traditional IRA
Roth IRA
Inherited Traditional IRA
Inherited Roth IRA
