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Attention: Important information

We updated our forms and documents on JUNE 2 2010.

Any older documents received by our firm will be returned to you along with new forms for completion.

Thank you.

Account Type	Required Forms
Traditional IRA Traditional IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-A Traditional IRA Disclosure
	Optional IRA Rollover Form IRA Transfer Form

Roth IRA Roth IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-RA Roth IRA Disclosure
	Optional IRA Rollover Form IRA Transfer Form Traditional to Roth Conversion Form

SEP IRA SEP IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-SEP (SEP IRA Disclosure)
	Optional IRA Rollover Form IRA Transfer Form

SIMPLE IRA SIMPLE IRA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-Simple (Simple IRA Disclosure)
	Optional IRA Rollover Form IRA Transfer Form

Health Savings Account HSA Forms Kit	Account Application
	IRA Resources Fee Disclosure
	5305-C HSA Disclosure
	Optional IRA Rollover Form IRA Transfer Form

Coverdell Education Savings Account Coverdell Education Forms Kit	Account Application
	5305 EA ESA Disclosure
	IRA Resources Fee Disclosure
	Optional IRA Rollover Form IRA Transfer Form

IRA Resources, Inc.
6825 La Jolla Blvd
La Jolla, CA 92037

Phone: 888 322-6534
Phone: 858 459-1212
Fax: 858 459-6565

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