STARTER KITS

STARTER KITS

All of the forms are included, along with step-by-step instructions and a helpful checklist to make sure you remember to fill everything out.
Mail Original Documents to:
Next Generation Services
75 Livingston Avenue, Suite 304
Roseland, NJ 07068
(Originals Required)

OPEN AN ACCOUNT

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Investment / Purchase Kits

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Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.

*** NOTICE ***

Next Generation Services (“NGS”) does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a “fiduciary” as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.

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Traditional Starter Kit with 5305

Traditional Starter Kit with 5305

Use this Traditional IRA Starter Kit when you want to open a new Traditional IRA account with Next Generation. All of the forms are included, along with step-by-step instructions and a helpful checklist to make sure you remember to fill everything out. (Originals Required)