Resources & Downloads

RCH Documents, Forms and Other Materials for Download

 

Find online documents, forms and other materials available on RCH1.com.

 

Disclosures

Special Tax Notice Regarding Plan Payments

402(f) Special Tax Notice

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IRA Agreements

RCH Shareholder Services Agreement - Traditional IRA

Traditional IRA Agreement

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RCH Shareholder Services Agreement - Roth IRA

Roth IRA Custodial Agreement

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Forms

RCH Shareholder Services - Address Change Form

For IRA accountholders who have changed their address.

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RCH Shareholder Services - Beneficiary Designation Change Form

The IRA Beneficiary Designation Form is used to select or update beneficiaries in you IRA Account.

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RCH Shareholder Services - Check Reissue Request Form

For IRA account holders who need to have a distribution check re-issued.

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RCH Shareholder Services - IRA Contribution Form

Form used by IRA account holders to record contribution instructions into a Traditional or Roth IRA.

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RCH Shareholder Services - IRA Distribution Request Form

The IRA Distribution Request Form is used to withdrawal assets from your IRA account and authorizes Retirement Clearinghouse to distribute money from your IRA on your behalf.

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RCH Shareholder Services - IRA Rollover Request Form

The IRA Rollover Request Form is used to initiate a rollover of assets to a qualified retirement plan. This form authorizes Retirement Clearinghouse to request a transfer of assets on your behalf.

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Miscellaneous

Do-It-Yourself Roll-In Flowchart

A flowchart that indicates the most common steps required to roll-in your plan balance from an old 401(k) account to your present-employer's 401(k) account.

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