IRA Account Termination Fee Dispute Form
Submit this form to dispute fees charged after terminating your IRA account. Please provide accurate information to help us review your case efficiently.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Date of IRA Account Termination
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type of IRA Account
*
Please Select
Traditional IRA
Roth IRA
SEP IRA
SIMPLE IRA
Other
Amount of Fee Disputed (USD)
*
Reason for Dispute
*
Upload Supporting Documents (optional)
Upload a File
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Choose a file
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of
Preferred Contact Method
Email
Phone
Submit Dispute
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