Fully-Administered IRAdirect® Program - CUNA Mutual Group

Fully-Administered IRAdirect ® ProgramBenefits to Your Credit Union and Your Members• Improve Member ServiceMembers are busy. They don’t have time to wait while yourstaff attempts to find and complete the proper forms.IRAdirect offers electronic forms with form wizards that helpyou fill out forms quickly and catch common errors.For even greater efficiencies, we offer IRAdirect express,which allows your staff to enter IRA transactionssimultaneously into IRAdirect and your data processingsystem.*• Fast, Convenient Communication of Member DataFully-Administered IRAdirect customers transmit memberdata electronically. By not having to produce and mail paperIRA forms, IRAdirect helps you save money on postage.However, if you prefer paper processing to electronicprocessing, we can meet your needs.• Our Security Measures Protect YouIRAdirect lets you communicate with us quickly andaccurately, and your information stays confidential. Theprivacy of your credit union and your members is completelyprotected by our high-level security. Record retention isavailable to store program data for the time periods requiredby law.• Access to Top-Notch TrainingThe benefits of excellent staff training include enhancingmember service, improving operational efficiencies, andhelping your credit union employees with their professionaldevelopment. Members will appreciate working withstaff who are able to answer their questions quicklyand accurately.• A Single Dependable Source for IRA MarketingThe IRA Services Resource Center is your online resourcefor help with all of your IRA marketing efforts. In additionto electronic versions of our marketing materials, you canaccess ready-to-use newsletter articles, newspaper ads, Webbanners and more.Take the Next StepFor more information, contact IRA Services at1-800-356-9140, or visit us at www.cunamutual.com.• Less Risk, More RewardCompliance responsibilities for your IRA program aresignificant, and non-compliance carries stiff penalties forboth your credit union and your members. Reduce therisk of penalties and keep your program in compliance bypartnering with a proven expert.*Not applicable for some data processing systems.P.O. Box 391 • 5910 Mineral Point RoadMadison, WI 53701-0391 • 1.800.356.2644www.cunamutual.comC U | M e m b e r S o l u t i o n s | L e n d i n g S o l u t i o n s | P r o t e c t i o n S o l u t i o n s | E m p l o y e e S o l u t i o n s | F i n a n c i a l S o l u t i o n s014-0054-1005 ©CUNA Mutual Group