IRA Custodial Agreement

We have amended your IRA documents

We have amended your IRA documents to incorporate changes resulting from the Further Consolidated Appropriations Act, Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in December 2019, and the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law in March 2020. Enclosed you will find an amendment to your disclosure statement.

Please review the enclosed amendment and keep it with the materials that were provided when you opened your IRA. You do not have to sign or return anything to us to have this amendment apply to your IRA. You may wish to consult with a tax advisor to determine how these rules affect you.

Click on the link of your IRA type to review the document:

  1. TRADITIONAL IRA
  1. INHERITED TRADITIONAL IRA
  1. ROTH IRA
  1. INHERITED ROTH IRA

Please contact us at 800-821-1112 or email investment@cepnet.com if you have any questions.  We are happy to assist you!