Transcription of IRAdirect Billing FAQs
1 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?
2 Yes, you can create in IRAdirect . To search for accounts added to IRAdirect during a certain time period, take the following Click the Reports link in the Reports and Queues section of the IRAdirect Click the Account Owner List Enter the beginning date of the date range you d like to search for accounts added to IRAdirect in the Date Account Added to IRAdirect (start) Enter the ending date of the date range you d like to search for accounts added to IRAdirect in the Date Account Added to IRAdirect (end) Select No from the drop-down menu in the Exclude Closed Accounts Do not change any of the remaining pre-filled Click Generate Report to produce a PDF file of the report, or click Output to Excel to produce an Excel spreadsheet of the report. To search for accounts closed in IRAdirect during a certain time period, take the following steps. 1. Click the Reports link in the Reports and Queues section of the IRAdirect homepage.
3 2. Click the Account Owner List link. 3. Enter the beginning date of the date range you d like to search for accounts closed in IRAdirect in the System Closed Date (start) field. 4. Enter the ending date of the date range you d like to search for accounts closed in IRAdirect in the System Closed Date (end) field. 5. Select No from the drop-down menu in the Exclude Closed Accounts field. 6. Do not change any of the remaining pre-filled fields. 7. Click Generate Report to produce a PDF file of the report, or click Output to Excel to produce an Excel spreadsheet of the Our financial organization is on the Ascensus Self-Administered Program. How do you obtain our account totals? Ascensus sends an account totals request form to your financial organization each How can I obtain a duplicate invoice?.
4 Contact the IRA Call Center at What does Quantity 12 mean for IRA ADMINISTRATION FEE? This term represents twelve months and appears on the January semi-annual invoice for Fully Administered As a Fully-Administered organization, where can I find the Billing Detail Report?Take the following Click the Reports link in the Reports and Queues section of the IRAdirect Click the Billing Detail Report link in the Billing Report section of the Why did we receive a past-due notice when we have already paid our bill? It may have been a timing issue. For assistance, contact the IRA Call Center at Our account was debited and we also sent a check. How do we obtain a refund? Ascensus will automatically send a refund check to your financial organization. Q10. Why does our invoice state ELECTRONIC FUNDS TRANSFER NOTICE? If the invoice states ELECTRONIC FUNDS TRANSFER NOTICE, it means your financial organization has elected the electronic funds transfer settlement option, and the applicable account will be debited on approximately the tenth day of the month following the invoice What name appears on the debiting transaction?
5 And the Ascensus logo are registered trademarks of Ascensus, LLC. IRAdirect is a registered trademark of Ascensus, LLC. IRAdirect express is a trademark of Ascensus, 2020 Ascensus, LLC. All Rights Reserved. 231292-RPS-233761 (01/20)
