Retirement Account Forms & Applications

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    Coverdell ESA Kit

    Application used to establish a Columbia Management Coverdell Education Savings Account (ESA). (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)

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    Prototype Retirement Plan Fees

    A snapshot of retirement plan fees.

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    SEP IRA Kit – Employer

    Explains SEP IRA plan basics and included all the forms and applications an employer needs to establish an account.

  • form
    SIMPLE IRA Kit – Employee

    Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

  • form
    SIMPLE IRA Kit – Employer

    Explains SIMPLE IRA plan basics and includes all the forms and applications an employer needs to establish an account.

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    Traditional/Roth IRA Kit

    Application used to establish a Columbia Management Traditional IRA or Roth IRA. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)

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