To create a Contribution and Investment Selection

1 Ascensus , IRAdirect and the Ascensus logo are registered trademarks of Ascensus, LLC. 2018 Ascensus, LLC. All Rights Reserved. creating a Contribution form The Contribution Type screen appears and provides the user with the available Contribution types. The financial organization has the option to create regular, SEP, rollover, transfer, and recharacterization contributions . The financial organization also can designate the staff member who took the deposit and the deposit method. If the assets are being moved from a deceased spouse s IRA, the user can designate that as well.

2 There is also the option to learn more about the various Contribution types and the rules for Contribution eligibility. To create a Contribution and Investment Selection form , the user will click on the Contribution form link. Search for the account owner using the Search tool located at the top of the wizard using the account owner s Social Security number. The account owner and all associated accounts are displayed, and the user selects the appropriate account. Ascensus , IRAdirect and the Ascensus logo are registered trademarks of Ascensus, LLC. 2018 Ascensus, LLC.

3 All Rights Reserved. creating a Contribution form If the account owner is making a regular Contribution , the user needs to enter the tax year for which the Contribution is being made, the amount, date, and the name of the employee who took the deposit. The financial organization also indicates the deposit method ( cash or from an internal account). The Investments screen allows the user to enter the Investment information for the deposit. The user can choose from the investments in the table or elect not to enter Investment information. The total of the amounts deposited into the investments cannot exceed the amount of the Contribution total.

4 For transfer and rollover transactions, the financial organization enters information in the fields similar to that entered for a regular Contribution . One difference, however, is that the user has the option to enter the deposit method for an external account, including the account s number, type, routing number, and the name of the sending organization. Ascensus , IRAdirect and the Ascensus logo are registered trademarks of Ascensus, LLC. 2018 Ascensus, LLC. All Rights Reserved. creating a Contribution form The final screen is the Post screen, which allows the user to print the form for verification purposes and obtain the account owner s signature.

5 The user then clicks the check box to indicate that the account owner has signed or will sign the form , which enables the Save button. Lastly, the user clicks Save to apply the Contribution to IRAdirect.