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.