SUNWEST TRAINING MANUAL ORDER FORM

IRA Training and Reference Manual 2007/2008

Revised January 2008 (approx 275 pages)

Contains information on:

• Traditional IRAs,
• Roth IRAs
• Coverdell Education Savings Accounts
• SEP
• SIMPLE IRAs
• Qualified Plan Rollovers
• IRA Rollovers and Transfers
• Distributions to IRA Owners and Beneficiary Payouts
• Health Savings Accounts

 Quantity _____ @ $85 = __________

In Texas, sales tax will apply. Price includes shipping.

Legal Issues of New Account Documentation and Compliance

2008 Edition (approx 70 pages)

Contains information on:

• CIP Compliance
• TIN Compliance
• Personal Account Ownership
• Trust Accounts
• Business Account Ownership
• Court Ordered Accounts  

Please choose the quantity of each state specific manual you would like to order:

 ____Alabama           ____Michigan                ____ Texas 

____Arkansas           ____Montana                 ____Utah

____Colorado           ____ North Dakota        ____ Washington

____ Florida              ____Oregon                   ____West Virginia

____ Georgia            ____South Dakota        ____Wyoming 

Total Quantity ______ @ $75 = _________

In Texas, sales tax will apply. Price includes shipping.

______________________________________________

Shipping Information

Financial Institution _________________________________

Attn: _____________________________________________

Mailing Address: ___________________________________

Shipping Address: _________________________________

Telephone #_______________________________________

Email: ___________________________________________

An invoice will be included with the shipment. Please pay upon receipt.

Copy and paste this form into your word processing program and fax order to 409-286-5883, or

Email to: patrice@sunwesttraining.com