IRAdirect User Guide. Table of Contents. Tutorials. Overview 3. Access to IRAdirect 4. Forms 7. Resources & HELP 8. Contact Information 9.

Transcription

1 SF Fire Credit union university Est 2009

2 Table of Contents Tutorials Overview 3 Access to IRAdirect 4 Forms 7 Resources & HELP 8 Contact Information 9 Training 10 2

3 Overview IRADirect is SF FIre Credit Union s new web based tools for working with Individual Retirement Accounts, Health Savings Accounts and Coverdell Educational Savings Accounts with both tools designed to make performing tasks fast, easy and accurate. IRADirect allows you to open and service accounts using easy-to-use wizardbased forms to perform the following actions: o Open a New Account o Change Beneficiary o Contributions o Death Notices o Direct Transfers Requests o Incoming Beneficiary Account Transfers o Post (Age) 70.5 Periodic Payments o Pre (Age) 70.5 Periodic Payments o Traditional IRA Periodic Payments o Withdrawal The benefit of the wizard-based forms is that they ASK YOU QUESTIONS and ADVISE YOU through the electronic form helping you perform these tasks accurately and with confidence. 3

4 Access to IRAdirect Note: You can get to IRADirect in one of two ways: 1. Online Tools on Firenet ( IRADirect for Individual Retirement Accounts, Health Savings Accounts and Educational Savings Accounts ) OR, 2. Go directly to 1 CLICK MY SERVICES in the navigation bar. 4

5 Access to IRAdirect 2 Sign-In (or Register if you re a first time user) Note: All registrations must be approved by the IRA Direct Administrator John Tran. Check with him if your registration has not been approved within 24-hours. 5

6 Access to IRAdirect RESULT: A series of four registration screens will appear. NOTE: Be sure to fill out all of the appropriate sections in the following sections: 6

7 Forms In the FORMS section you ll find the wizard based forms mentioned above. Complete the forms within IRADirect Print the forms for member signature (whether in person or via mail) to be kept on file at the Credit Union Information you entered within IRADirect is automatically transmitted to CUNA/Ascensus (our administrator) for processing. 7

8 Resources & HELP IRAdirect has a robust resource center and support for SF Fire Credit Union employees. Located in the WELCOME section of IRADirect home. Resources available include: Frequently Asked Questions User Guides and Manuals Includes a convenient search tool which allows you to find the information you seek in large user manual documents 8

9 Contact Information Contact IRA Services IRA Administration Support (PHONE): Any questions regarding Individual Retirement Accounts, Health Savings Accounts, Coverdell Educational Savings Accounts, IRADirect, etc.) Technical Support (PHONE): Help with log-in and website issues Mail FAX 9

10 Training Tutorial Videos are available in the User Manuals and Guides Section on the IRAdirect Homepage. To access the videos: 1 LOGIN to IRAdirect. 2 CLICK MY SERVICES in the navigation bar. 10

11 Training 3 CLICK USER GUIDES AND MANUALS. 4 CLICK IRAdirect Training Materials. 11

12 Training 5 SELECT the appropriate Tutorial Video that you wish to view. IRAdirect: Welcome Big Picture explanation of how to navigate through the site. IRAdirect: Member Tree Explanation of how to view and edit member information. IRAdirect: Form Wizard How to complete an online form. 12