Follow these instructions to retrieve and upload your current account owner data to Superior IRA & HSA during your implementation and/or merger.
Fully-Administered with Previous Vendor
If you are currently Fully-Administered with your previous vendor, please refer to these Data Gathering Instructions (Former FAO Client).
Non-Fully-Administered with Previous Vendor
If you are not currently Fully-Administered with your previous vendor, or complete your own tax reporting in-house, please refer to these Data Gathering Instructions.
In addition, you may use this Inherited IRA Owner template to provide your inherited IRA owner information (as referenced in your Data Gathering Instructions).