- 72(t) Substantially Equal Periodic Payments Form
- Allocation Change Request Form
- Dollar Cost Averaging Program Form
- Additional Contribution Acknowledgement Form
- IRA Recharacterization Form
- Partial Withdrawal or Liquidation Request Form
- Required Minimum Distribution Request Form
- Roth IRA Conversion Form
- Inherited IRA Distribution Form
The LiveWell® Mutual Fund IRA Series features some of the country's premier fund managers:
Investing in mutual funds involves risk, including potential loss of investment. You and your client should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contain this and other information. You or your client can call 866-747-3421 to obtain a current fund prospectus. Please read it carefully.
Securities distributed by Sammons Financial Network® LLC, member FINRA. Sammons Retirement Solutions® Inc. provides administrative services. Sammons Financial Network® LLC and Sammons Retirement Solutions are affiliated companies and indirect wholly owned subsidiaries of Sammons Enterprises, Inc. of Dallas, Texas.
Please click here to view important product-specific disclosures for the LiveWell® Mutual Fund IRA.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.