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Com By Mail Vantage Retirement Plans LLC 20860 N. Tatum Blvd. Ste 240 Phoenix AZ 85050 By Fax 480 306-8408 Rev.7/2/13 Letter Date Stamp Office use only This is a fillable PDF form. To complete the form click in an area and type. Your account is referred to in this document as the Account regardless of whether it is a retirement account under Internal Revenue Code the IRC 401 408 or 408A a Coverdell Education Savings Account under IRC 530 or a Health Savings Account under IRC 223. The...
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