A Reminder on Next Generation Summer Hours
The Next Generation office will close at 3:30pm ET every Friday from May 27th through September 2nd as part of our Summer Hours schedule. 

Account Disclosures

5305C HSA

Save this Disclosure for your records if you are opening a Health Savings Account. This form does not require any signature, and is for your records only.

5305-RA Roth IRA Custodial Agreement & Disclosure

Save this Disclosure for your records if you are opening a Roth IRA. This form does not require any signature, and is for your records only.

Savings Incentive Match Plan for Employees (SIMPLE)

Use this form if you are opening a SIMPLE IRA.

5305A Traditional-SEP

Save this Disclosure for your records if you are opening a Traditional IRA or SEP IRA. This form does not require any signature, and is for your records only.

Mail Original Documents to:

Next Generation Services
75 Livingston Avenue, Suite 304
Roseland, NJ 07068

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