Bank - Easy IRA Forms - H&R Block

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H&R Block Easy IRA^® Forms

To open the forms listed below, you must use Adobe Acrobat Reader, a free application used to view PDF files. If you don't have Acrobat installed, you can download this application for free by clicking the logo below.

H&R Block Easy IRA Forms:

H&R Block Easy IRA Distribution Form
H&R Block Easy IRA Deposit Form
H&R Block Easy IRA Interested Party Request Form
Direct Deposit Form
Change of Address Form
H&R Easy IRA Custodial Agreement and Disclosure Statement
Change of Beneficiary
H&R Easy IRA Custodial Agreement and Disclosure Statement

Form: H&R Block Easy IRA Distribution
What is it? A form used to withdraw money from an H&R Block Easy IRA.
What is it used for? To take a distribution from an H&R Block Easy IRA.
How long will it take to process my request? Upon receiving your form, it will take approximately 7 to 10 days to process your request.
What do I do with the form? The following are the fields that must be completed before processing: account number (or SSN), name, distribution amount, method of payment (include new address if different from account), signature and date. The following are recommended fields for H&R Block Easy IRA distributions: withholding election and distribution. Once completed, either fax to 1-866-812-3144 or mail to:

    H&R Block
    P.O. Box 2569
    Omaha, NE 68103-2569

Form: Deposit Slip
What is it? A form used to make a 1-time deposit to your H&R Block Easy IRA account.
What is it used for? This form will allow you to make a deposit to your H&R Block Easy IRA account.
How long will it take to process my request? Upon receiving your form and check it will be processed and deposited within 48 hours.
What do I do with the form? Please complete the form and make sure to include your account number on your check. Once completed, please mail to:

    H&R Block
    P.O. Box 30227
    Omaha, NE 68103-2569

Form: H&R Block Easy IRA Interested Party Request
What is it? A form used to add an interested party to your H&R Block Easy IRA.
What is it used for? This form will allow someone other than the account holder to receive statements on your H&R Block Easy IRA.
How long will it take to process my request? Upon receiving your form, it will take approximately 7 to 10 days to process your request.
What do I do with the form? All fields must be completed and either faxed to 1-866-812-3144 or mailed to:

    H&R Block
    P.O. Box 2569
    Omaha, NE 68103-2569

Form: Direct Deposit
What is it? A form used to set up, change or cancel a monthly direct deposit to your H&R Block Easy IRA account.
What is it used for? This form will allow you to set up, cancel or change a monthly direct deposit for your H&R Block Easy IRA.
How long will it take to process my request? Upon receiving your form, it will take approximately 7 to 10 days to process your request.
What do I do with the form? The following fields must be completed: name, account number, initiate change or cancel field (note: if you wish to cancel your direct deposit over the phone, please contact the Customer Service Center at 1-800-HRBLOCK), dollar amount, monthly date (only the 1st, 15th or the 25th are valid dates), signature and date. Attach a voided check and mail to:

    H&R Block
    P.O. Box 2569
    Omaha, NE 68103-2569

Form: Change of Address
What is it? A form used to submit your change of address request on your H&R Block Easy IRA account.
What is it used for? This form should be completed if you move and need to have the address on your H&R Block Easy IRA changed or updated.
How long will it take to process my request? Upon receiving your form it will take approximately 7 to 10 days to process your request.You can also call 1-800-HRBLOCK and selection "Savings and IRA Accounts" to change your address for faster service.
What do I do with the form? The following fields must be completed: account number, entire address printed clearly, signature and date. Once completed, either fax to 1-866-812-3144 or mail to:

    H&R Block
    P.O. Box 2569
    Omaha, NE 68103-2569

Form: H&R Easy IRA Custodial Agreement and Disclosure Statement
What is it? The custodial agreement, disclosure statement and privacy policy associated with your H&R Block Easy IRA.
What is it used for? This document is for your reference.
What do I do with the form? Download and print this document and retain for your records.

Form: Change of Beneficiary
What is it? A form used to make a change or add a beneficiary to your H&R Block Easy IRA account.
What is it used for? This form will allow you to make a change or add a beneficiary to your account.
What do I do with the form? Complete the form and either fax it to 1-866-812-3144 or mail it to:

    H&R Block
    P.O. Box 2569
    Omaha, NE 68103-2569

Form: Traditional IRA Custodial Agreement and Disclosure Statement
Roth IRA Custodial Agreement and Disclosure Statement
What is it? The custodial agreement, disclosure statement and privacy policy associated with your H&R Block Easy IRA.
What is it used for? This document is for your reference.
What do I do with the form? Download and print this document and retain for your records.

Traditional IRA Custodial Agreement and Disclosure Statement
Roth IRA Custodial Agreement and Disclosure Statement

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