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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Reich & Tang FDIC Insured Deposits - Terms and Conditions

If your default investment option is the Reich & Tang FDIC Insured Deposits Program, access the Terms and Conditions document here.

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IRA Agreements

Traditional IRA Agreement

Traditional IRA Agreement

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Roth IRA Agreement

Roth IRA Custodial Agreement

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Forms

Address Change Form

For IRA accountholders who have changed their address.

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Beneficiary Designation Change Form

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

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Check Reissue Request Form

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

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IRA Contribution Form

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

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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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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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