INDIVIDUAL RETIREMENT ACCOUNTS (IRA)

SEP IRA

DESCRIPTION

Simplified Employee Pension Plan (SEP) IRAs are retirement accounts for self-employed individuals or small companies for qualified employees.  For annual maximum contribution limits, please refer to the website's section on  IRA Contributions.

CASH ACCOUNT

All securities in a cash account must be paid in full. 

REQUIRED DOCUMENTS

Retirement Account Application
IRA Deposit Slip
Copy of driver's license or passport

OPTIONAL FORMS

Account Transfer Form
Options Agreement

CHECK LIST

Make check payable to Legent Clearing LLC ($500 account minimum)

NOTES & RESTRICTIONS

Account holder(s) must be at least 18 years of age
Domestic U.S. Cash Account Only