Product Literature

Literature (includes IRA, SEP, and Simple IRA Kits) Image Name and Description View Order by Mail Traditional/Roth IRA Kit Application used to establish a Columbia Management Traditional IRA or Roth IRA. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.) View and print (PDF 953k)  Not available to order online. {04AE378E-3381-4394-9AB1-2F21B0523149} SEP IRA Kit - Employee The employee guide to enrolling and investing in a SEP IRA plan. View and print (PDF 264k)  Not available to order online. {1B49F3DB-E097-4AF2-AAAA-C4CBEF651E50} SEP IRA Kit - Employer Explains SEP IRA plan basics and includes a step-by-step guide and all the forms a self-employed or small business employer needs to establish an account. View and print (PDF 264k)  Not available to order online. {73E6F409-8F17-4D60-83AB-D6E3D6EFFF66} SIMPLE IRA Kit - Employee Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA. View and print (PDF 245k)  Not available to order online. {73297101-2A5B-4BCA-A723-4F093FF23ADE} SIMPLEIRA Kit - Employer Explains SIMPLE IRA plan basics and includes all the forms and applications an employer needs to establish an account. View and print (PDF 181k)  Not available to order online. {C410F07C-C5D6-478D-AC44-B77488FEE951} Prototype Retirement Plan Fees A snapshot of retirement plan fees. View and print (PDF 64k)  Maximum of 5 copies {EF6F53FD-3C6E-4ABC-9074-81C9EAEE7585}

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