Attention All Next Generation Clients:
Attached as a link at the bottom of this blog you will find a copy of Next Generation’s executable PDF Deposit Coupon. We are asking all clients to start using this form when making any kind of deposit associated with an asset or a contribution into their account. Please note: the deposit coupon is not to be used for fee checks, transfers, or rollovers associated with your IRA.
What is a Deposit Coupon you ask? Well, a deposit coupon is much like a deposit slip you would find at any bank. It’s a way for our staff to ensure higher accuracy, better standards, and assure deposits are credited to the proper accounts and/or reference the proper assets.
If all clients could please pass out these executable PDF Deposit coupons to borrowers, renters, or anyone who may send a check in for deposit on behalf of your IRA’s asset, it would be much appreciated.
Please note, as of January 1, 2013 Next Generation will no longer accept checks that are not accompanied by a Deposit Coupon or checks that do not have identifying information about the IRA account/asset clearly marked in the memo line of the check.
If you have any questions or concerns, please do not hesitate to contact our office. We appreciate your ongoing support, understanding, and patience as we work to streamline the customer service experience to better serve you.
Very truly yours,
Next Generation Trust Services, LLC
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