Service is the key to Customer Satisfaction!
Make it a practice to keep copies of the IRS Publication:
"2001 Publ 590 Individual Retirement Arrangements (IRAs)(Including Roth IRAs and Education IRAs)" available free from the IRS for your IRA clients. Not familiar with this publication. View it now. Just click on the above link and then scroll down to Publ 590. Then click on the "Retrieve Selected Files" button below the text scroll box.
Visit this link ( IRS Publications Index ) to view a list of IRS documents available to you free of charge. You can even download a copy of any form that interests you for your immediate review. We suggest downloading in the Adobe PDF (Portable Document Format). If you don't have a copy of the Abode Acrobat Reader, you can download a copy Free of Charge from this site. Just follow the user friendly instructions.
Again, we think it's a good idea for every person who is opening IRAs to have access to this publication and be familiar with its contents. You should also have an ample supply for your IRA clients. This is viewed by clients as a special service from you.
Obtain your supply of this useful publication today:
Q. How can I place my order?
A. To join the BPOL (Banks, Post Offices & Libraries) Program, call the BPOL hotline, 1 800-829-2765 and place an order.
Current program participants place orders by returning the order blank mailed to active accounts during the summer. You can fax your order to 309-662-2432, or mail it to the Central Area Distribution Center (CADC) at:
Internal Revenue ServiceIf your questions haven't been answered by this Tip Sheet, please call:
P.O. Box 8906
Bloomington, IL 61702-9839
The IRS's BPOL Hotline at 1 800-829-2765 or contact them on the Web.
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