# Parties Page

The Parties page allows you to select the Plan Type and add individuals for a transaction.

The Plan Type list defautls to Traditional. All options include:

- Traditional
- Roth
- Health Savings Account
- Coverdell Education Savings
- Traditional Beneficiary
- Roth Beneficiary

The selected Plan Type dictates the autoselection of documents.

Use Additional Parties to select a primary or contingent beneficiary. Multiple additional parties are permissible. Each entry allows you to select the Beneficiary Type and Relationship of the party to the account holder.

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