IRA

Transfers

200

To move an IRA from Sharonview to another institution what is the member required to bring us? 

Documents from institution the funds will be coming from. 

400

What is the fee for a rollover within the institution?

$25

600

True or False: IRA owners may move assets from IRA to another IRA of the same type without any tax consequences

True

800

What is an indirect rollover?

When a check is made payable to the individual directly

1000

To bring an IRA to sharonview, what document do we provide the member & what are the 2 things that we need from member for this form?

Direct transfer wizard form in acensus 

We need account number & mailing address.

*For this form, make sure we print 3 copies. 1 to mail to other institution, 1 to scan for IRA folder, and 1 is given to member as copy. *

HSA

600

if HSA is an individual only, what are the contribution limit for those who are younger than 55 and older than 55?

<55: $4,300

>55: 5,300

800

What insurance plan must you be on to be eligible for an HSA?

High deductible Plan 

1000

True or False: if you have 2 insurances or medicare, you are NOT eligible for an HSA

True