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Individual Retirement Accounts

Opening IRA Savings Accounts

Traditional IRA

Education IRA

SEP & Roth IRA

Opening IRA Certificate Accounts

Managing IRA Funds

Withdraw Funds

Transfer Funds

Managing IRA Accounts

Close an IRA Certificate Account

Close an Account Upon Death

File Maintenance Transactions

File Maintenance Transactions

IRA file maintenance transactions include querying and updating retirement plans, retirement plan deposits and withdrawals, and beneficiaries. The query transactions are display only, and allow you to provide members with information on their IRAs. The update transactions allow you to make changes on a member's IRAs.

The simulations in this module teach you how to query and update retirement plan deposits and withdrawals.

Simulations

Query and Update Deposit

Query and Update Withdrawal

Knowledge Check