Other Notices

Notice to Account Holders

In accordance with Section E.8. of the PenChecks Trust Company of America Automatic Rollover and Missing Participant Individual Retirement Account Custodial Agreement, please be advised of the following change:

Beginning on Monday, July 8, 2019, the Bank Deposit Program Fee on all Automatic Rollover and Missing Participant IRA Accounts custodied by PenChecks Trust Company of America will be not more than 16.6666 basis points (bps) per month for servicing and administration of the program.

All other charges and fees remain unchanged.

For a full copy of the PenChecks Trust Company of America Automatic Rollover and Missing Participant Individual Retirement Account Custodial Agreement, or for other assistance with your account, please contact PenChecks Trust at:

Toll-Free: (888) 44-MY-IRA (888-446-9472)
Email: help@penchecks.com

PenChecks Trust Company of America

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