IRAdirect Billing FAQs

Billing FAQsThe following are the most frequently asked questions about the Ascensus IRAdirect Billing process. If you don t find the information you need here, please contact the IRA Call Center at 800-356-9140. Q1. What is my Ascensus organization number? The organization number assigned to your financial organization by Ascensus appears in the Organization Number field on the General tab in IRAdirect . To access the General tab, click your organization s name in the upper right corner of the homepage, then click the General How often are we invoiced for Ascensus IRA program support? Invoicing occurs semi-annually in January and Fully-Administered organizations, the January invoice includes fees for the current year (January 1 December 31) and fees for July 1 - December 31 of the previous year that have not yet been billed; and the July invoice includes fees from January 1 June 30 of the current year that were not included in the January Are there reports Fully-Administered organizations can access that list the new and closed accounts during a particular time period?

July 2018 Invoice – Includes fees incurred January 2018–June 2018 that were not included in the February 2018 invoice, such as the following. • Account maintenance fee (for new accounts added to IRAdirect from January 1, 2018– June 30, 2018) • New/closed account fee

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  February, 2018, Faqs, Billing, February 2018, Iradirect, Iradirect billing faqs

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