CGM IRA Account Application, Documents and Forms
Review the printable CGM Traditional and Roth IRA Plan Document and Disclosure Statement below.
IMPORTANT RETIREMENT PLAN INFORMATION
Due to IRS 2020 tax filing extensions, tax form 5498 for the CGM Funds will mail shortly after June 15, 2021.
IRS REVENUE RULE 2018-17:
Effective January 1, 2020 IRS Revenue Rule 2018-17 may impact any CGM IRA account that is escheated, as per state law, as unclaimed or abandoned property to your state of residence.
If your CGM IRA account is escheated, the escheated assets will be treated as a taxable distribution to you and a 10% federal income tax withholding may be applied. If insufficient withholding is taken, you may be responsible for additional taxes, penalties and interest. If you live in a mandatory withholding state, state tax will also be withheld as per your state’s rules. This distribution will generate a 1099R tax form to you. Additionally, if your account is escheated before you reach age 59½, a 10% penalty may also apply.
To avoid escheatment, please make telephone contact with us (800-343-5678, option 2) at least annually to prevent your Date of Last Contact (DOLC) from exceeding your state’s threshold for escheatment. Also, please make sure that CGM has your current address to ensure that you receive any mailings related to escheatment.
- CGM IRA Direct Rollover
- CGM IRA to IRA Rollover Rules
- CGM IRA Transfer Form
- CGM IRA Beneficiary Designation
- CGM IRA Direct Conversion Form
- CGM IRA Recharacterization Request
- CGM Inheriting IRA Beneficiary Re-Registration Form (Decedent date of death prior to 2020)
- CGM Inheriting IRA Beneficiary Re-Registration Form (Decedent date of death 2020 or later)
The CGM Funds
P.O. Box 219252, Kansas City, MO, 64121-9252
800-345-4048 | Contact
For overnight delivery, mail to: The CGM Funds, 430 W 7th Street, Suite 219252, Kansas City, MO 64105-1407