Many people have resolved 2015 would be the year they’ll reduce stress, become more organized, or realize more of their goals. Here is one way to get your Equity Trust account off to a good start: maximize personal account contributions.
If you haven’t met your maximum contribution limit for 2014, you have until the tax filing deadline to make a contribution. As this is a peak time of year, please send any contributions designated for 2014, by March 31, 2015 to ensure you receive proper credit of your contributions.
The 2015 contribution limits are now available, see our guide and get a refresher on your 2014 limits too.
Did you know you have the opportunity to set up a monthly, bi-monthly or quarterly recurring ACH contribution? It’s free
and can be a convenient way to make your commitment to your future simpler and automatic. Download the form and instructions here
Equity Trust has specific deposit coupons for contributions and rollovers, which you can obtain through our online client portal
or by contacting our Client Service Team at 888-382-4727, or by emailing firstname.lastname@example.org
These coupons allow you to provide clear instructions on how to direct your funds and specify the tax year for your contributions. You’ll also find our wiring instructions, mailing address options, and other useful reference information on the deposit coupon cover sheet.
Please include a separate coupon for each tax year, even if you are sending one check with a combined total for 2014 and 2015. If you prefer to wire your funds, please email or mail the deposit coupon(s).